Baer Investment Advisory’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.81M Sell
55,852
-766
-1% -$55.2K 4.02% 9
2026
Q1
$3.58M Sell
56,618
-41,026
-42% -$2.89M 3.57% 10
2025
Q4
$6.6M Sell
97,644
-6,944
-7% -$464K 6.28% 3
2025
Q3
$6.47M Buy
104,588
+3,134
+3% +$172K 5.55% 3
2025
Q2
$4.58M Buy
101,454
+1,500
+2% +$61.3K 5.21% 3
2025
Q1
$3.31M Buy
99,954
+13,870
+16% +$473K 4.29% 12
2024
Q4
$2.97M Buy
+86,084
New +$3.01M 3.2% 19

Other funds holding APH

Baer Investment Advisory's APH Position: Q2 2026 in Review

Baer Investment Advisory reduced its Amphenol (APH) stake by 1.4% in Q2 2026, selling an estimated $55.2K and leaving 55,852 shares worth $4.81M. The position accounts for 4.02% of the portfolio, ranked #9.

Baer Investment Advisory first reported a position in APH in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.6M in Q4 2025. 2,339 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Baer Investment Advisory held 55,852 shares of Amphenol worth $4.81M as of Q2 2026.
  • Baer Investment Advisory sold 766 Amphenol shares in Q2 2026, an estimated $55.2K.
  • Amphenol made up 4.02% of Baer Investment Advisory's portfolio in Q2 2026, its #9 holding.
  • Baer Investment Advisory first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • Baer Investment Advisory's Amphenol position peaked at $6.6M in Q4 2025.
  • 2,339 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.