SEC 13F Intelligence

Kaizen Financial Strategies / MSFT

Kaizen Financial Strategies’s Microsoft Corp Position

Does Kaizen Financial Strategies own Microsoft Corp (MSFT)? Yes7.0K shares worth $3M (+1.24% of its 13F portfolio) as of Q1 2026, down from 7.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
7.0K
% of Portfolio
+1.24%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$3M+1.24%
Q4 20257.5K$4M+1.60%
Q3 20257.3K$4M+1.65%
Q2 20257.8K$4M+1.98%
Q1 20257.7K$3M+1.66%
Q4 20247.5K$3M+1.79%
Q3 20247.4K$3M+1.85%
Q2 20247.2K$3M+1.91%
Q1 20247.5K$3M+2.15%
Q4 20237.8K$3M+2.22%
Q3 20237.8K$2M+2.07%
Q2 20238.1K$3M+2.33%
Q1 20238.0K$2M+2.28%
Q4 20228.4K$2M+1.99%
Q3 20229.0K$2M+2.13%
Q2 20228.7K$2M+2.20%
Q1 20228.6K$3M+2.07%
Q4 20217.7K$3M+1.93%
Q3 202112.3K$3M+2.79%
Q1 202110.2K$2M+2.29%
Q4 20209.4K$2M+2.32%

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 MSFT.