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Kaizen Financial Strategies’s Apple AAPL Stock Holding History

Kaizen Financial Strategies’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Sell
55,579
-2,005
-3% -$574K 5.32% 3
2026
Q1 		$15.2M Sell
57,584
-1,674
-3% -$436K 6.41% 3
2025
Q4 		$16.1M Sell
59,258
-2,069
-3% -$555K 7.11% 3
2025
Q3 		$16.5M Sell
61,327
-481
-0.8% -$109K 7.48% 3
2025
Q2 		$12.7M Buy
61,808
+294
+0.5% +$59.4K 6.44% 3
2025
Q1 		$13.7M Sell
61,514
-1,964
-3% -$455K 7.88% 2
2024
Q4 		$15.9M Sell
63,478
-1,829
-3% -$431K 9% 2
2024
Q3 		$15.2M Sell
65,307
-1,295
-2% -$289K 8.83% 1
2024
Q2 		$14.6M Sell
66,602
-12
-0% -$2.24K 9.09% 1
2024
Q1 		$11.4M Buy
66,614
+305
+0.5% +$55.5K 7.75% 3
2023
Q4 		$12.8M Buy
66,309
+351
+0.5% +$64.8K 9.67% 1
2023
Q3 		$11.3M Sell
65,958
-1,748
-3% -$321K 9.54% 1
2023
Q2 		$12.8M Sell
67,706
-46
-0.1% -$8.02K 10.99% 1
2023
Q1 		$11.2M Sell
67,752
-639
-0.9% -$94.3K 11.02% 1
2022
Q4 		$9.22M Sell
68,391
-489
-0.7% -$69.9K 9.11% 1
2022
Q3 		$9.52M Buy
68,880
+304
+0.4% +$47.7K 9.65% 1
2022
Q2 		$9.38M Sell
68,576
-2,028
-3% -$307K 9.25% 1
2022
Q1 		$12.3M Sell
70,604
-2,316
-3% -$389K 9.67% 1
2021
Q4 		$12.9M Sell
72,920
-10,570
-13% -$1.67M 9.7% 1
2021
Q3 		$11.8M Buy
+83,490
New +$12.3M 9.52% 1
2021
Q1 		$8.79M Sell
71,956
-9,271
-11% -$1.19M 8.38% 1
2020
Q4 		$10.8M Buy
+81,227
New +$9.77M 11.98% 1

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kaizen Financial Strategies's AAPL Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Apple (AAPL) stake by 3.5% in Q2 2026, selling an estimated $574K and leaving 55,579 shares worth $16.4M. The position accounts for 5.32% of the portfolio, ranked #3.

Kaizen Financial Strategies first reported a position in AAPL in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.5M in Q3 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Kaizen Financial Strategies held 55,579 shares of Apple worth $16.4M as of Q2 2026.
  • Kaizen Financial Strategies sold 2,005 Apple shares in Q2 2026, an estimated $574K.
  • Apple made up 5.32% of Kaizen Financial Strategies's portfolio in Q2 2026, its #3 holding.
  • Kaizen Financial Strategies first reported a position in Apple in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Apple position peaked at $16.5M in Q3 2025.
  • 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.