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
2026 Q1	–	Sell	-8,500	Closed	-$600	–	253
2025 Q4	$600	Sell	8,500 -1,500	-15%	-$403K	﹤0.01%	238
2025 Q3	$5.18K	Buy	10,000 +2,000	+25%	+$452K	﹤0.01%	692
2025 Q2	$46K	Sell	8,000 -1,500	-16%	-$303K	﹤0.01%	396
2025 Q1	$57.9K	Buy	9,500 +3,000	+46%	+$695K	0.01%	352
2024 Q4	$18.3K	Sell	6,500 -3,500	-35%	-$825K	﹤0.01%	558
2024 Q3	$6.75K	Sell	10,000 -7,000	-41%	-$1.56M	﹤0.01%	668
2024 Q2	$9.85K	Buy	17,000 +6,000	+55%	+$1.12M	﹤0.01%	634
2024 Q1	$38.5K	Hold	11,000	–	–	﹤0.01%	413
2023 Q4	$29K	Buy	11,000 +6,200	+129%	+$1.14M	﹤0.01%	442
2023 Q3	$47.5K	Buy	+4,800	New	+$880K	0.01%	349
2023 Q1	–	Sell	-2,500	Closed	-$39K	–	779
2022 Q4	$39K	Hold	2,500	–	–	0.01%	355
2022 Q3	$36K	Buy	2,500 +1,500	+150%	+$235K	0.01%	354
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	439
2022 Q1	$4K	Sell	1,000 -2,300	-70%	-$387K	﹤0.01%	577
2021 Q4	$6K	Buy	3,300 +1,000	+43%	+$158K	﹤0.01%	520
2021 Q3	$8K	Buy	2,300 +700	+44%	+$103K	﹤0.01%	486
2021 Q2	$5K	Hold	1,600	–	–	﹤0.01%	508
2021 Q1	$9K	Hold	1,600	–	–	﹤0.01%	450
2020 Q4	$12K	Hold	1,600	–	–	﹤0.01%	389
2020 Q3	$7K	Buy	+1,600	New	+$175K	﹤0.01%	415

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.