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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
2021
Q4 		– Sell
-2,000
Closed -$4K – 141
2021
Q3 		$4K Buy
+2,000
New +$294K ﹤0.01% 142

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 4,685 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.
  • 4,685 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.