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Baer Investment Advisory’s Amphenol APH Stock Holding History

Baer Investment Advisory’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
Q1 		$3.58M Sell
28,309
-20,513
-42% -$2.89M 3.57% 10
2025
Q4 		$6.6M Sell
48,822
-3,472
-7% -$464K 6.28% 3
2025
Q3 		$6.47M Buy
52,294
+1,567
+3% +$172K 5.55% 3
2025
Q2 		$4.58M Buy
50,727
+750
+2% +$61.3K 5.21% 3
2025
Q1 		$3.31M Buy
49,977
+6,935
+16% +$473K 4.29% 12
2024
Q4 		$2.97M Buy
+43,042
New +$3.01M 3.2% 19

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baer Investment Advisory's APH Position: Q1 2026 in Review

Baer Investment Advisory reduced its Amphenol (APH) stake by 42% in Q1 2026, selling an estimated $2.89M and leaving 28,309 shares worth $3.58M. The position accounts for 3.57% of the portfolio, ranked #10.

Baer Investment Advisory first reported a position in APH in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.6M in Q4 2025. 2,120 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Baer Investment Advisory held 28,309 shares of Amphenol worth $3.58M as of Q1 2026.
  • Baer Investment Advisory sold 20,513 Amphenol shares in Q1 2026, an estimated $2.89M.
  • Amphenol made up 3.57% of Baer Investment Advisory's portfolio in Q1 2026, its #10 holding.
  • Baer Investment Advisory first reported a position in Amphenol in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Amphenol position peaked at $6.6M in Q4 2025.
  • 2,120 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.