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
$2.14M Sell
694
-2
-0.3% -$144 1.79% 21
2026
Q1
$1.03M Buy
+696
New +$49K 1.03% 29

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.