Baker Ellis Asset Management’s Amphenol APH Stock Holding History

Baker Ellis 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	$300K	Sell	1,700 -800	-32%	-$115K	0.03%	211
2026 Q1	$316K	Sell	2,500 -266	-10%	-$37.4K	0.04%	205
2025 Q4	$374K	Sell	2,766 -300	-10%	-$40.1K	0.05%	190
2025 Q3	$379K	Sell	3,066 -434	-12%	-$47.6K	0.05%	185
2025 Q2	$346K	Sell	3,500 -500	-13%	-$40.9K	0.05%	171
2025 Q1	$262K	Buy	+4,000	New	+$273K	0.04%	193

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 Ellis Asset Management's APH Position: Q2 2026 in Review

Baker Ellis Asset Management reduced its Amphenol (APH) stake by 32% in Q2 2026, selling an estimated $115K and leaving 1,700 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #211.

Baker Ellis Asset Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $379K in Q3 2025. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Baker Ellis Asset Management held 1,700 shares of Amphenol worth $300K as of Q2 2026.
Baker Ellis Asset Management sold 800 Amphenol shares in Q2 2026, an estimated $115K.
Amphenol made up 0.03% of Baker Ellis Asset Management's portfolio in Q2 2026, its #211 holding.
Baker Ellis Asset Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
Baker Ellis Asset Management's Amphenol position peaked at $379K in Q3 2025.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.