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
Q1
$1.03M Buy
+348
New +$49K 1.03% 29

Other funds holding APH

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.