WWM
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Whalen Wealth Management’s Amphenol APH Stock Holding History

Whalen Wealth Management’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$566K Buy
+6,708
New +$540K 0.24% 101
2024
Q4 		– Sell
-14,852
Closed -$484K – 142
2024
Q3 		$484K Buy
+14,852
New +$481K 0.34% 68

Other funds holding APH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Whalen Wealth Management's APH Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Amphenol (APH) in Q3 2026: 6,708 shares worth $566K. The stake represents 0.24% of the portfolio and ranks #101 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in APH as recently as Q3 2024.

Whalen Wealth Management first reported a position in APH in Q3 2024 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Whalen Wealth Management held 6,708 shares of Amphenol worth $566K as of Q3 2026.
  • Amphenol was a new Whalen Wealth Management position in Q3 2026.
  • Amphenol made up 0.24% of Whalen Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Whalen Wealth Management first reported a position in Amphenol in Q3 2024 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.