State Farm Mutual Automobile Insurance’s Amphenol APH Stock Holding History

State Farm Mutual Automobile Insurance’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	$110M	Sell	624,871 -212,981	-25%	-$30.7M	0.08%	83
2026 Q1	$106M	Hold	837,852	–	–	0.08%	76
2025 Q4	$113M	Hold	837,852	–	–	0.09%	78
2025 Q3	$104M	Hold	837,852	–	–	0.09%	80
2025 Q2	$82.7M	Hold	837,852	–	–	0.07%	82
2025 Q1	$55M	Hold	837,852	–	–	0.05%	84
2024 Q4	$58.2M	Hold	837,852	–	–	0.05%	85
2024 Q3	$54.6M	Hold	837,852	–	–	0.05%	87
2024 Q2	$56.4M	Sell	837,852 -149,704	-15%	-$9.45M	0.05%	87
2024 Q1	$57M	Hold	987,556	–	–	0.05%	86
2023 Q4	$48.9M	Hold	987,556	–	–	0.05%	88
2023 Q3	$41.5M	Hold	987,556	–	–	0.04%	89
2023 Q2	$41.9M	Hold	987,556	–	–	0.04%	90
2023 Q1	$40.4M	Hold	987,556	–	–	0.04%	90
2022 Q4	$37.6M	Hold	987,556	–	–	0.04%	91
2022 Q3	$33.1M	Hold	987,556	–	–	0.04%	89
2022 Q2	$31.8M	Buy	987,556 +125,888	+15%	+$4.38M	0.04%	91
2022 Q1	$32.5M	Buy	861,668 +239,408	+38%	+$9.27M	0.03%	91
2021 Q4	$27.2M	Hold	622,260	–	–	0.03%	95
2021 Q3	$22.8M	Buy	622,260 +211,682	+52%	+$7.77M	0.03%	94
2021 Q2	$14M	Buy	410,578 +209,134	+104%	+$7.06M	0.01%	101
2021 Q1	$6.64M	Hold	201,444	–	–	0.01%	105
2020 Q4	$6.59M	Hold	201,444	–	–	0.01%	104
2020 Q3	$5.45M	Hold	201,444	–	–	0.01%	103
2020 Q2	$4.83M	Hold	201,444	–	–	0.01%	104
2020 Q1	$3.67M	Hold	201,444	–	–	0.01%	105
2019 Q4	$5.45M	Buy	201,444 +37,584	+23%	+$959K	0.01%	103
2019 Q3	$3.95M	Hold	163,860	–	–	﹤0.01%	108
2019 Q2	$3.93M	Buy	163,860 +52,492	+47%	+$1.26M	﹤0.01%	107
2019 Q1	$2.63M	Hold	111,368	–	–	﹤0.01%	105
2018 Q4	$2.25M	Hold	111,368	–	–	﹤0.01%	104
2018 Q3	$2.62M	Hold	111,368	–	–	﹤0.01%	105
2018 Q2	$2.43M	Buy	+111,368	New	+$2.42M	﹤0.01%	103

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

State Farm Mutual Automobile Insurance's APH Position: Q2 2026 in Review

State Farm Mutual Automobile Insurance reduced its Amphenol (APH) stake by 25% in Q2 2026, selling an estimated $30.7M and leaving 624,871 shares worth $110M. The position accounts for 0.08% of the portfolio, ranked #83.

State Farm Mutual Automobile Insurance first reported a position in APH in Q2 2018 and has held it in 33 quarters since. The position peaked at $113M in Q4 2025. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

State Farm Mutual Automobile Insurance held 624,871 shares of Amphenol worth $110M as of Q2 2026.
State Farm Mutual Automobile Insurance sold 212,981 Amphenol shares in Q2 2026, an estimated $30.7M.
Amphenol made up 0.08% of State Farm Mutual Automobile Insurance's portfolio in Q2 2026, its #83 holding.
State Farm Mutual Automobile Insurance first reported a position in Amphenol in Q2 2018 and has held it in 33 quarters since.
State Farm Mutual Automobile Insurance's Amphenol position peaked at $113M in Q4 2025.
2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on State Farm Mutual Automobile Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.