SEC 13F Intelligence

Phoenix Financial Ltd. / AAPL

Phoenix Financial Ltd.’s Apple Inc Position

Does Phoenix Financial Ltd. own Apple Inc (AAPL)? Yes — 777.3K shares worth $197M (+1.87% of its 13F portfolio) as of Q1 2026, down from 850.2K shares the prior filed quarter.

Position Value
$197M
Q1 2026
Shares
777.3K
% of Portfolio
+1.87%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q2 ’20: $329,000Q2 ’20Q4 ’20: $14MQ1 ’21: $13MQ2 ’21: $15MQ2 ’21Q3 ’21: $12MQ4 ’21: $6MQ1 ’22: $12MQ1 ’22Q2 ’22: $11MQ3 ’22: $41MQ4 ’22: $46MQ4 ’22Q1 ’23: $62MQ3 ’23: $36MQ4 ’23: $45MQ4 ’23Q1 ’24: $53MQ2 ’24: $70MQ3 ’24: $124MQ3 ’24Q4 ’24: $140MQ1 ’25: $140MQ2 ’25: $169MQ2 ’25Q3 ’25: $435MQ4 ’25: $226MQ1 ’26: $197MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026777.3K$197M+1.87%
Q4 2025850.2K$226M+2.45%
Q3 20251.71M$435M+2.77%
Q2 2025683.5K$169M+2.23%
Q1 2025631.7K$140M+2.15%
Q4 2024561.0K$140M+1.92%
Q3 2024530.9K$124M+1.83%
Q2 2024331.9K$70M+1.07%
Q1 2024307.3K$53M+0.73%
Q4 2023218.0K$45M+0.75%
Q3 2023210.8K$36M+0.67%
Q1 2023377.8K$62M+1.39%
Q4 2022357.1K$46M+0.90%
Q3 2022286.3K$41M+0.90%
Q2 202280.1K$11M+0.22%
Q1 202268.0K$12M+0.20%
Q4 202135.7K$6M+0.10%
Q3 202183.9K$12M+0.21%
Q2 2021108.2K$15M+0.28%
Q1 2021103.0K$13M+0.28%
Q4 2020103.0K$14M+0.37%
Q2 2020963$329,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phoenix Financial Ltd.’s full portfolio or all institutional holders of AAPL.