APPLE INC · CUSIP 037833100 · CIK 1351917
As of 2026-06-30, MENORA MIVTACHIM HOLDINGS LTD. reported 5.86M AAPL (shares), valued at $1.70B, or 6.62% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 0.03%; reported value increased 14.05%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.62% | 5,859,736 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 7.04% | 5,857,736 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 6.10% | 4,776,136 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 6.18% | 4,784,603 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 5.64% | 4,782,203 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 6.90% | 4,776,203 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 7.84% | 4,992,003 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 7.35% | 5,004,881 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 6.69% | 4,672,958 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 4.90% | 3,803,897 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 6.74% | 4,160,973 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.74% | 4,160,973 | $801.11M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 4.90% | 3,803,897 | $652.29M | Shares decreased 8.58%; reported value decreased 18.58%, and weight changed -1.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 6.69% | 4,672,958 | $984.22M | Shares increased 22.85%; reported value increased 50.89%, and weight changed +1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 7.35% | 5,004,881 | $1.17B | Shares increased 7.10%; reported value increased 18.48%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 7.84% | 4,992,003 | $1.25B | Shares decreased 0.26%; reported value increased 7.20%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 6.90% | 4,776,203 | $1.06B | Shares decreased 4.32%; reported value decreased 15.13%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 5.64% | 4,782,203 | $981.16M | Shares increased 0.13%; reported value decreased 7.52%, and weight changed -1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 6.18% | 4,784,603 | $1.22B | Shares increased 0.05%; reported value increased 24.17%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 6.10% | 4,776,136 | $1.30B | Shares decreased 0.18%; reported value increased 6.58%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 7.04% | 5,857,736 | $1.49B | Shares increased 22.65%; reported value increased 14.49%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 6.62% | 5,859,736 | $1.70B | Shares increased 0.03%; reported value increased 14.05%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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