Amphenol Corporation
US ˙ NYSE ˙ US0320951017

SecurityAPH / Amphenol Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership6,700 shares
Latest Disclosed Value $ 846,518
Institute for Wealth Management, LLC. reports 3.01% decrease in ownership of APH / Amphenol Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 6,700 shares of Amphenol Corporation (US:APH) valued at $846,545 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,908 shares of Amphenol Corporation. This represents a change in shares of -3.01% during the quarter. The current value of the position is $930,027 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F AMPHENOL CL A 032095101 6,700 -208 -3.01 847 -9.32 0.0902
2026-01-27 2025-12-31 13F AMPHENOL CORP CL A 032095101 6,908 -690 -9.08 934 -0.74 0.0989
2025-10-17 2025-09-30 13F AMPHENOL CORP CL A 032095101 7,598 -610 -7.43 940 16.05 0.0979
2025-07-18 2025-06-30 13F AMPHENOL CORP CL A 032095101 8,208 561 7.34 811 61.68 0.0904
2025-04-21 2025-03-31 13F AMPHENOL CORP CL A 032095101 7,647 2,332 43.88 502 35.77 0.0643
2025-01-23 2024-12-31 13F AMPHENOL CORP CL A 032095101 5,315 0 0.00 369 6.65 0.0462
2024-11-12 2024-09-30 13F AMPHENOL CORP CL A 032095101 5,315 -38 -0.71 346 -3.89 0.0437
2024-07-25 2024-06-30 13F AMPHENOL CORP CL A 032095101 5,353 2,677 100.04 361 16.88 0.0483
2024-04-30 2024-03-31 13F AMPHENOL CORP CL A 032095101 2,676 0 0.00 309 16.23 0.0398
2024-01-31 2023-12-31 13F AMPHENOL CORP CL A 032095101 2,676 0 0.00 265 18.30 0.0430
2023-10-13 2023-09-30 13F AMPHENOL CORP CL A 032095101 2,676 0 0.00 225 -1.32 0.0405
2023-07-25 2023-06-30 13F AMPHENOL CORP CL A 032095101 2,676 -40 -1.47 227 2.71 0.0384
2023-04-20 2023-03-31 13F AMPHENOL CORP CL A 032095101 2,716 -784 -22.40 222 -16.92 0.0424
2023-02-02 2022-12-31 13F AMPHENOL CORP CL A 032095101 3,500 -124 -3.42 267 9.47 0.0560
2022-10-18 2022-09-30 13F AMPHENOL CORP CL A 032095101 3,624 -1 -0.03 243 4.29 0.0545
2022-07-25 2022-06-30 13F AMPHENOL CORP CL A 032095101 3,625 0 0.00 233 -14.65 0.0457
2022-04-29 2022-03-31 13F AMPHENOL CORP CL A 032095101 3,625 0 0.00 273 -13.88 0.0442
2022-01-21 2021-12-31 13F AMPHENOL CORP CL A 032095101 3,625 0 0.00 317 19.62 0.0516
2021-11-15 2021-09-30 13F AMPHENOL CORP CL A 032095101 3,625 0 0.00 265 6.85 0.0465
2021-07-21 2021-06-30 13F AMPHENOL CORP CL A 032095101 3,625 -385 -9.60 248 -6.42 0.0435
2021-05-04 2021-03-31 13F AMPHENOL CORP CL A 032095101 4,010 1,951 94.75 265 -1.49 0.0504
2021-02-01 2020-12-31 13F AMPHENOL CORP CL A 032095101 2,059 -187 -8.33 269 10.70 0.0535
2020-11-03 2020-09-30 13F AMPHENOL CORP CL A 032095101 2,246 0 0.00 243 13.02 0.0555
2020-07-30 2020-06-30 13F AMPHENOL CORP CL A 032095101 2,246 2,246 215 0.0526
2020-04-29 2020-03-31 13F AMPHENOL CORP CL A 032095101 0 -2,277 -100.00 0 -100.00
2020-02-27 2019-12-31 13F/A-1 AMPHENOL CORP CL A 032095101 2,277 2,277 246 0.0555
2020-01-27 2019-12-31 13F AMPHENOL CORP CL A 032095101 246 246
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.