Tortoise Investment Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.9M | Sell |
50,826
-2,354
| -4% | -$613K | 1.07% | 27 |
|
|
2025
Q4 | $14.5M | Sell |
53,180
-1,307
| -2% | -$351K | 1.27% | 21 |
|
|
2025
Q3 | $13.9M | Sell |
54,487
-729
| -1% | -$165K | 1.24% | 23 |
|
|
2025
Q2 | $11.3M | Sell |
55,216
-2,568
| -4% | -$519K | 1.08% | 25 |
|
|
2025
Q1 | $12.8M | Sell |
57,784
-10,670
| -16% | -$2.47M | 1.34% | 20 |
|
|
2024
Q4 | $17.1M | Sell |
68,454
-602
| -0.9% | -$142K | 1.81% | 7 |
|
|
2024
Q3 | $16.1M | Buy |
69,056
+815
| +1% | +$182K | 1.68% | 10 |
|
|
2024
Q2 | $14.4M | Sell |
68,241
-2,537
| -4% | -$473K | 1.64% | 15 |
|
|
2024
Q1 | $12.1M | Sell |
70,778
-1,720
| -2% | -$313K | 1.47% | 19 |
|
|
2023
Q4 | $14M | Sell |
72,498
-177
| -0.2% | -$32.7K | 1.89% | 9 |
|
|
2023
Q3 | $12.4M | Buy |
72,675
+209
| +0.3% | +$38.3K | 1.85% | 9 |
|
|
2023
Q2 | $14.1M | Sell |
72,466
-504
| -0.7% | -$87.8K | 2.09% | 8 |
|
|
2023
Q1 | $12M | Sell |
72,970
-4,931
| -6% | -$728K | 1.92% | 9 |
|
|
2022
Q4 | $10.1M | Sell |
77,901
-5,023
| -6% | -$718K | 1.77% | 13 |
|
|
2022
Q3 | $11.5M | Buy |
82,924
+26,770
| +48% | +$4.2M | 2.23% | 9 |
|
|
2022
Q2 | $7.68M | Buy |
56,154
+552
| +1% | +$83.6K | 1.51% | 14 |
|
|
2022
Q1 | $9.71M | Buy |
55,602
+364
| +0.7% | +$61.2K | 1.8% | 12 |
|
|
2021
Q4 | $9.81M | Sell |
55,238
-3,100
| -5% | -$490K | 1.84% | 12 |
|
|
2021
Q3 | $8.26M | Buy |
58,338
+1,168
| +2% | +$172K | 1.67% | 12 |
|
|
2021
Q2 | $7.83M | Sell |
57,170
-227
| -0.4% | -$29.4K | 1.62% | 12 |
|
|
2021
Q1 | $7.01M | Buy |
57,397
+25
| +0% | +$3.21K | 1.54% | 12 |
|
|
2020
Q4 | $7.61M | Sell |
57,372
-624
| -1% | -$75.1K | 1.74% | 11 |
|
|
2020
Q3 | $6.72M | Buy |
57,996
+2,420
| +4% | +$264K | 1.64% | 12 |
|
|
2020
Q2 | $5.07M | Sell |
55,576
-692
| -1% | -$53.6K | 1.31% | 14 |
|
|
2020
Q1 | $3.58M | Sell |
56,268
-428
| -0.8% | -$31.5K | 1.04% | 26 |
|
|
2019
Q4 | $4.16M | Sell |
56,696
-1,684
| -3% | -$108K | 0.98% | 27 |
|
|
2019
Q3 | $3.27M | Sell |
58,380
-3,532
| -6% | -$185K | 0.84% | 32 |
|
|
2019
Q2 | $3.06M | Buy |
61,912
+8,128
| +15% | +$396K | 0.77% | 31 |
|
|
2019
Q1 | $2.55M | Buy |
53,784
+732
| +1% | +$31K | 0.67% | 36 |
|
|
2018
Q4 | $2.09M | Sell |
53,052
-404
| -0.8% | -$19.6K | 0.57% | 43 |
|
|
2018
Q3 | $3.02M | Sell |
53,456
-1,012
| -2% | -$52.7K | 0.79% | 29 |
|
|
2018
Q2 | $2.52M | Sell |
54,468
-1,272
| -2% | -$57.7K | 0.69% | 33 |
|
|
2018
Q1 | $2.34M | Buy |
55,740
+12,360
| +28% | +$532K | 0.65% | 35 |
|
|
2017
Q4 | $1.83M | Sell |
43,380
-892
| -2% | -$37.3K | 0.53% | 36 |
|
|
2017
Q3 | $1.71M | Buy |
44,272
+1,000
| +2% | +$38.8K | 0.52% | 37 |
|
|
2017
Q2 | $1.56M | Sell |
43,272
-512
| -1% | -$18.9K | 0.5% | 37 |
|
|
2017
Q1 | $1.57M | Buy |
43,784
+560
| +1% | +$18.4K | 0.51% | 39 |
|
|
2016
Q4 | $1.25M | Buy |
43,224
+712
| +2% | +$20.2K | 0.43% | 43 |
|
|
2016
Q3 | $1.2M | Sell |
42,512
-1,148
| -3% | -$30.4K | 0.41% | 41 |
|
|
2016
Q2 | $1.04M | Buy |
43,660
+4,860
| +13% | +$121K | 0.36% | 44 |
|
|
2016
Q1 | $1.06M | Sell |
38,800
-1,880
| -5% | -$46.8K | 0.38% | 48 |
|
|
2015
Q4 | $1.07M | Buy |
40,680
+440
| +1% | +$12.6K | 0.38% | 44 |
|
|
2015
Q3 | $1.11M | Sell |
40,240
-9,360
| -19% | -$274K | 0.42% | 43 |
|
|
2015
Q2 | $1.55M | Buy |
49,600
+2,756
| +6% | +$88.2K | 0.58% | 34 |
|
|
2015
Q1 | $1.46M | Buy |
46,844
+2,728
| +6% | +$82.4K | 0.56% | 38 |
|
|
2014
Q4 | $1.22M | Buy |
44,116
+4,080
| +10% | +$111K | 0.49% | 40 |
|
|
2014
Q3 | $1.01M | Sell |
40,036
-4,380
| -10% | -$107K | 0.42% | 43 |
|
|
2014
Q2 | $1.03M | Sell |
44,416
-3,520
| -7% | -$74.9K | 0.43% | 44 |
|
|
2014
Q1 | $919K | Sell |
47,936
-4,900
| -9% | -$93.2K | 0.42% | 46 |
|
|
2013
Q4 | $1.06M | Sell |
52,836
-52,640
| -50% | -$994K | 0.58% | 42 |
|
|
2013
Q3 | $1.8M | Sell |
105,476
-86,800
| -45% | -$1.44M | 1.08% | 30 |
|
|
2013
Q2 | $2.72M | Buy |
+192,276
| New | +$2.96M | 1.8% | 19 |
|
Other funds holding AAPL
VCM
VPM
Tortoise Investment Management's AAPL Position: Q1 2026 in Review
Tortoise Investment Management reduced its Apple (AAPL) stake by 4.4% in Q1 2026, selling an estimated $613K and leaving 50,826 shares worth $12.9M. The position accounts for 1.07% of the portfolio, ranked #27.
Tortoise Investment Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.1M in Q4 2024. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.
- Tortoise Investment Management held 50,826 shares of Apple worth $12.9M as of Q1 2026.
- Tortoise Investment Management sold 2,354 Apple shares in Q1 2026, an estimated $613K.
- Apple made up 1.07% of Tortoise Investment Management's portfolio in Q1 2026, its #27 holding.
- Tortoise Investment Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
- Tortoise Investment Management's Apple position peaked at $17.1M in Q4 2024.
- 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.