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Tortoise Investment Management’s Apple AAPL Stock Holding History

Tortoise Investment Management’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
2014
Q1 		– Sell
-22,400
Closed -$43K – 350
2013
Q4 		$43K Sell
22,400
-47,600
-68% -$899K 0.02% 184
2013
Q3 		$59K Sell
70,000
-47,600
-40% -$789K 0.04% 143
2013
Q2 		$20K Buy
+117,600
New +$1.81M 0.01% 189

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.