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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's AAPL Position: Q2 2026 in Review

Tortoise Investment Management increased its Apple (AAPL) stake by 1.5% in Q2 2026, buying an estimated $223K and bringing the position to 51,606 shares worth $14.9M. The position accounts for 1.11% of the portfolio, ranked #24.

Tortoise Investment Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q4 2024. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Tortoise Investment Management held 51,606 shares of Apple worth $14.9M as of Q2 2026.
  • Tortoise Investment Management bought 780 Apple shares in Q2 2026, an estimated $223K.
  • Apple made up 1.11% of Tortoise Investment Management's portfolio in Q2 2026, its #24 holding.
  • Tortoise Investment Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's Apple position peaked at $17.1M in Q4 2024.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.