Kaizen Financial Strategies Sells 1,674 Shares of Apple Inc. $AAPL

Posted by Geri Gentry on Jul 27th, 2026

Kaizen Financial Strategies trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.8% in the first quarter, HoldingsChannel reports. The institutional investor owned 57,584 shares of the iPhone maker’s stock after selling 1,674 shares during the period. Apple makes up about 6.7% of Kaizen Financial Strategies’ holdings, making the stock its 3rd largest holding. Kaizen Financial Strategies’ holdings in Apple were worth $15,168,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. grew its stake in Apple by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock valued at $387,749,545,000 after purchasing an additional 26,856,752 shares in the last quarter. State Street Corp boosted its holdings in shares of Apple by 1.1% in the 4th quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock valued at $164,218,801,000 after buying an additional 6,555,392 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Apple by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock valued at $97,031,587,000 after buying an additional 1,866,103 shares during the last quarter. Morgan Stanley raised its position in Apple by 0.6% during the fourth quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock worth $62,659,118,000 after acquiring an additional 1,379,651 shares in the last quarter. Finally, Norges Bank bought a new stake in Apple during the fourth quarter worth $52,266,468,000. Institutional investors own 67.73% of the company’s stock.

Key Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: Ford said it will embed Apple Maps into upcoming EVs, expanding Apple’s software reach and reinforcing the value of its ecosystem. Ford Embeds Apple Maps Directly into Upcoming EVs
Positive Sentiment: Baird raised its price target on Apple and reiterated an Outperform rating, adding to bullish analyst momentum. Finviz
Positive Sentiment: Commentary highlighted Apple as outperforming the broader market, supported by strong ratings and a favorable chart setup ahead of earnings. Why is Apple stock outperforming the broader market?
Neutral Sentiment: Apple was also the subject of discussion around upcoming product launches, AI features, and a possible device-leasing program, which could support demand but remain unconfirmed or longer-term in nature.
Negative Sentiment: Some reports noted concerns that Apple’s valuation is stretched heading into earnings, and insider sales plus short-interest chatter may temper enthusiasm if results disappoint.

Analyst Ratings Changes

A number of brokerages have recently commented on AAPL. Robert W. Baird lifted their price objective on shares of Apple from $310.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday. Oppenheimer restated a “market perform” rating on shares of Apple in a research report on Tuesday, June 9th. Sanford C. Bernstein reissued an “outperform” rating on shares of Apple in a report on Monday, June 8th. Rosenblatt Securities reaffirmed a “neutral” rating and issued a $276.00 price objective on shares of Apple in a research note on Tuesday, June 9th. Finally, Morgan Stanley set a $364.00 price objective on Apple and gave the company an “overweight” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $327.40.

Get Our Latest Report on AAPL

Insider Transactions at Apple

In related news, insider Ben Borders sold 1,274 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $290.00, for a total value of $369,460.00. Following the transaction, the insider owned 38,713 shares of the company’s stock, valued at $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.06% of the company’s stock.

Apple Price Performance

AAPL stock opened at $333.02 on Monday. The stock has a fifty day moving average of $306.62 and a 200-day moving average of $279.09. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. Apple Inc. has a fifty-two week low of $201.50 and a fifty-two week high of $334.99. The company has a market capitalization of $4.89 trillion, a price-to-earnings ratio of 40.27, a PEG ratio of 2.88 and a beta of 1.10.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The iPhone maker reported $2.01 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.06. The firm had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. Apple had a net margin of 27.15% and a return on equity of 146.69%. The business’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same period in the previous year, the business earned $1.65 EPS. As a group, equities research analysts predict that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Monday, May 11th were issued a dividend of $0.27 per share. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. This is an increase from Apple’s previous quarterly dividend of $0.26. Apple’s payout ratio is presently 13.06%.

About Apple

(Free Report)

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.