Turtle Creek Wealth Advisors’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
$55.2M Buy
217,546
+18,492
+9% +$4.81M 4.17% 3
2025
Q4
$54.1M Buy
199,054
+14,733
+8% +$3.96M 4.26% 2
2025
Q3
$46.9M Buy
184,321
+59,581
+48% +$13.5M 4.19% 3
2025
Q2
$25.6M Buy
124,740
+21,922
+21% +$4.43M 3.02% 5
2025
Q1
$22.8M Buy
102,818
+29,000
+39% +$6.72M 3.41% 4
2024
Q4
$18.5M Buy
73,818
+7,262
+11% +$1.71M 4.26% 5
2024
Q3
$15.5M Buy
66,556
+2,909
+5% +$650K 3.11% 4
2024
Q2
$13.4M Buy
63,647
+7,977
+14% +$1.49M 3.1% 4
2024
Q1
$9.55M Buy
55,670
+7,843
+16% +$1.43M 2.34% 7
2023
Q4
$9.21M Buy
+47,827
New +$8.83M 2.71% 7

Other funds holding AAPL

Turtle Creek Wealth Advisors's AAPL Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Apple (AAPL) stake by 9.3% in Q1 2026, buying an estimated $4.81M and bringing the position to 217,546 shares worth $55.2M. The position accounts for 4.17% of the portfolio, ranked #3.

Turtle Creek Wealth Advisors first reported a position in AAPL in Q4 2023 and has held it in 10 quarters since. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Turtle Creek Wealth Advisors held 217,546 shares of Apple worth $55.2M as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 18,492 Apple shares in Q1 2026, an estimated $4.81M.
  • Apple made up 4.17% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Turtle Creek Wealth Advisors first reported a position in Apple in Q4 2023 and has held it in 10 quarters since.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.