SEC 13F Intelligence

Tortoise Investment Management, LLC / AAPL

Tortoise Investment Management, LLC’s Apple Inc Position

Does Tortoise Investment Management, LLC own Apple Inc (AAPL)? Yes — 50.8K shares worth $13M (+1.07% of its 13F portfolio) as of Q1 2026, down from 53.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
50.8K
% of Portfolio
+1.07%
Quarters Held
30
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $11MQ4 ’22: $10MQ4 ’22Q1 ’23: $12MQ2 ’23: $14MQ3 ’23: $12MQ4 ’23: $14MQ4 ’23Q1 ’24: $12MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $17MQ4 ’24Q1 ’25: $13MQ2 ’25: $11MQ3 ’25: $14MQ4 ’25: $14MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.8K$13M+1.07%
Q4 202553.2K$14M+1.27%
Q3 202554.5K$14M+1.24%
Q2 202555.2K$11M+1.08%
Q1 202557.8K$13M+1.34%
Q4 202468.5K$17M+1.81%
Q3 202469.1K$16M+1.68%
Q2 202468.2K$14M+1.64%
Q1 202470.8K$12M+1.47%
Q4 202372.5K$14M+1.89%
Q3 202372.7K$12M+1.85%
Q2 202372.5K$14M+2.09%
Q1 202373.0K$12M+1.92%
Q4 202277.9K$10M+1.77%
Q3 202282.9K$11M+2.23%
Q2 202256.2K$8M+1.51%
Q1 202255.6K$10M+1.80%
Q4 202155.2K$10M+1.84%
Q3 202158.3K$8M+1.67%
Q2 202157.2K$8M+1.62%
Q1 202157.4K$7M+1.54%
Q4 202057.4K$8M+1.74%
Q3 202058.0K$7M+1.64%
Q2 202013.9K$5M+1.31%
Q1 202014.1K$4M+1.04%
Q4 201914.2K$4M+0.98%
Q3 201914.6K$3M+0.84%
Q2 201915.5K$3M+0.77%
Q1 201913.4K$3M+0.67%
Q4 201813.3K$2M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tortoise Investment Management, LLC’s full portfolio or all institutional holders of AAPL.