Baker Avenue Asset Management’s Amphenol APH Stock Holding History

Baker Avenue Asset Management’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 Q2	$19.8M	Buy	224,258 +1,208	+0.5%	+$87.1K	0.37%	64
2026 Q1	$14.1M	Buy	223,050 +13,038	+6%	+$918K	0.32%	73
2025 Q4	$14.2M	Sell	210,012 -38,284	-15%	-$2.56M	0.33%	71
2025 Q3	$15.4M	Sell	248,296 -15,454	-6%	-$848K	0.37%	69
2025 Q2	$13M	Sell	263,750 -16,738	-6%	-$684K	0.37%	67
2025 Q1	$9.2M	Buy	280,488 +2,020	+0.7%	+$68.9K	0.29%	76
2024 Q4	$9.67M	Sell	278,468 -3,376	-1%	-$118K	0.3%	68
2024 Q3	$9.18M	Sell	281,844 -2,614	-0.9%	-$84.7K	0.29%	69
2024 Q2	$9.58M	Sell	284,458 -12,826	-4%	-$405K	0.33%	63
2024 Q1	$8.57M	Sell	297,284 -404	-0.1%	-$10.6K	0.34%	70
2023 Q4	$7.38M	Buy	297,688 +6,960	+2%	+$154K	0.32%	70
2023 Q3	$6.1M	Buy	290,728 +1,248	+0.4%	+$26.8K	0.31%	74
2023 Q2	$6.15M	Sell	289,480 -6,912	-2%	-$134K	0.31%	71
2023 Q1	$6.06M	Sell	296,392 -30,624	-9%	-$605K	0.33%	71
2022 Q4	$6.22M	Buy	327,016 +27,692	+9%	+$524K	0.37%	65
2022 Q3	$5.01M	Sell	299,324 -2,508	-0.8%	-$45.5K	0.32%	81
2022 Q2	$4.86M	Buy	301,832 +556	+0.2%	+$9.67K	0.32%	75
2022 Q1	$5.67M	Buy	301,276 +6,704	+2%	+$130K	0.29%	86
2021 Q4	$6.44M	Buy	294,572 +11,736	+4%	+$238K	0.32%	78
2021 Q3	$5.18M	Buy	282,836 +9,596	+4%	+$176K	0.3%	79
2021 Q2	$4.67M	Buy	273,240 +11,164	+4%	+$188K	0.27%	81
2021 Q1	$4.32M	Sell	262,076 -11,644	-4%	-$189K	0.27%	76
2020 Q4	$4.47M	Buy	273,720 +1,928	+0.7%	+$29.6K	0.3%	68
2020 Q3	$3.68M	Sell	271,792 -3,336	-1%	-$44K	0.28%	69
2020 Q2	$3.29M	Buy	+275,128	New	+$3.07M	0.27%	72

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baker Avenue Asset Management's APH Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Amphenol (APH) stake by 0.54% in Q2 2026, buying an estimated $87.1K and bringing the position to 224,258 shares worth $19.8M. The position accounts for 0.37% of the portfolio, ranked #64.

Baker Avenue Asset Management first reported a position in APH in Q2 2020 and has held it in 25 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Baker Avenue Asset Management held 224,258 shares of Amphenol worth $19.8M as of Q2 2026.
Baker Avenue Asset Management bought 1,208 Amphenol shares in Q2 2026, an estimated $87.1K.
Amphenol made up 0.37% of Baker Avenue Asset Management's portfolio in Q2 2026, its #64 holding.
Baker Avenue Asset Management first reported a position in Amphenol in Q2 2020 and has held it in 25 quarters since.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.