Kaizen Financial Strategies / AAPL
Kaizen Financial Strategies’s Apple Inc Position
Does Kaizen Financial Strategies own Apple Inc (AAPL)? Yes — 57.6K shares worth $15M (+6.41% of its 13F portfolio) as of Q1 2026, down from 59.3K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
57.6K
% of Portfolio
+6.41%
Quarters Held
21
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 57.6K | $15M | +6.41% |
| Q4 2025 | 59.3K | $16M | +7.11% |
| Q3 2025 | 61.3K | $17M | +7.48% |
| Q2 2025 | 61.8K | $13M | +6.44% |
| Q1 2025 | 61.5K | $14M | +7.88% |
| Q4 2024 | 63.5K | $16M | +9.00% |
| Q3 2024 | 65.3K | $15M | +8.83% |
| Q2 2024 | 66.6K | $15M | +9.09% |
| Q1 2024 | 66.6K | $11M | +7.75% |
| Q4 2023 | 66.3K | $13M | +9.67% |
| Q3 2023 | 66.0K | $11M | +9.54% |
| Q2 2023 | 67.7K | $13M | +10.99% |
| Q1 2023 | 67.8K | $11M | +11.02% |
| Q4 2022 | 68.4K | $9M | +9.11% |
| Q3 2022 | 68.9K | $10M | +9.65% |
| Q2 2022 | 68.6K | $9M | +9.25% |
| Q1 2022 | 70.6K | $12M | +9.67% |
| Q4 2021 | 72.9K | $13M | +9.70% |
| Q3 2021 | 83.5K | $12M | +9.52% |
| Q1 2021 | 72.0K | $9M | +8.38% |
| Q4 2020 | 81.2K | $11M | +11.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kaizen Financial Strategies’s full portfolio or all institutional holders of AAPL.