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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

APH holding history

Amphenol Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APH overviewAll 13F holders of APHFull Q2 2026 holdings

Shares (Q2 2026)
190,149
Value
$33.5M
% of portfolio
2.1%
Quarters held
21
Since Q2 2021
Holdings of APH by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026190,149$33.5M2.1%+563+0.3%AddedHolders
Q1 2026189,586$24.0M1.8%−358−0.2%ReducedHolders
Q4 2025189,944$25.7M1.9%−5,331−2.7%ReducedHolders
Q3 2025195,275$24.2M1.8%−298−0.2%ReducedHolders
Q2 2025195,573$19.3M1.5%+5,504+2.9%AddedHolders
Q1 2025190,069$12.5M1.2%+22,012+13.1%AddedHolders
Q4 2024168,057$11.7M1.0%+2,965+1.8%AddedHolders
Q3 2024165,092$10.8M1.0%+3,093+1.9%AddedHolders
Q2 2024161,999$10.9M1.0%+3,681+2.3%AddedConverted for a 2-for-1 splitHolders
Q1 202479,159$9.13M0.9%+509+0.6%AddedHolders
Q4 202378,650$7.80M0.9%−5,387−6.4%ReducedHolders
Q3 202384,037$7.06M0.9%+887+1.1%AddedHolders
Q2 202383,150$7.06M0.9%+3,697+4.7%AddedHolders
Q1 202379,453$6.49M0.9%+3,599+4.7%AddedHolders
Q4 202275,854$5.78M0.9%+495+0.7%AddedHolders
Q3 202275,359$5.05M0.9%−139−0.2%ReducedHolders
Q2 202275,498$4.88M0.8%+9,121+13.7%AddedHolders
Q1 202266,377$5.01M0.6%+1,525+2.4%AddedHolders
Q4 202164,852$5.68M0.6%+1,630+2.6%AddedHolders
Q3 202163,222$4.64M0.6%+18,501+41.4%AddedHolders
Q2 202144,721$3.06M0.4%+44,721NewHolders