Abbot Financial Management’s Apollo Global Management APO Stock Holding History

Abbot Financial Management’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$603K	Hold	5,100	–	–	0.21%	99
2026 Q1	$568K	Hold	5,100	–	–	0.24%	100
2025 Q4	$738K	Hold	5,100	–	–	0.31%	86
2025 Q3	$680K	Hold	5,100	–	–	0.29%	88
2025 Q2	$724K	Hold	5,100	–	–	0.33%	82
2025 Q1	$698K	Hold	5,100	–	–	0.36%	80
2024 Q4	$842K	Hold	5,100	–	–	0.42%	63
2024 Q3	$637K	Hold	5,100	–	–	0.32%	88
2024 Q2	$602K	Hold	5,100	–	–	0.32%	85
2024 Q1	$573K	Hold	5,100	–	–	0.32%	84
2023 Q4	$475K	Sell	5,100 -100	-2%	-$8.83K	0.29%	90
2023 Q3	$467K	Hold	5,200	–	–	0.31%	82
2023 Q2	$399K	Hold	5,200	–	–	0.26%	85
2023 Q1	$328K	Hold	5,200	–	–	0.22%	95
2022 Q4	$332K	Hold	5,200	–	–	0.23%	91
2022 Q3	$242K	Hold	5,200	–	–	0.17%	101
2022 Q2	$252K	Hold	5,200	–	–	0.15%	107
2022 Q1	$322K	Hold	5,200	–	–	0.16%	107
2021 Q4	$377K	Sell	5,200 -200	-4%	-$14.4K	0.17%	101
2021 Q3	$333K	Hold	5,400	–	–	0.15%	107
2021 Q2	$336K	Hold	5,400	–	–	0.15%	103
2021 Q1	$254K	Hold	5,400	–	–	0.12%	115
2020 Q4	$264K	Buy	5,400 +400	+8%	+$17.9K	0.15%	105
2020 Q3	$224K	Hold	5,000	–	–	0.15%	106
2020 Q2	$250K	Buy	+5,000	New	+$219K	0.17%	102
2020 Q1	–	Sell	-8,250	Closed	-$394K	–	120
2019 Q4	$394K	Sell	8,250 -350	-4%	-$14.9K	0.25%	87
2019 Q3	$325K	Buy	8,600 +300	+4%	+$10.9K	0.23%	96
2019 Q2	$285K	Hold	8,300	–	–	0.21%	100
2019 Q1	$234K	Buy	+8,300	New	+$236K	0.18%	97

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Abbot Financial Management's APO Position: Q2 2026 in Review

Abbot Financial Management held its Apollo Global Management (APO) position steady in Q2 2026 at 5,100 shares worth $603K. The position accounts for 0.21% of the portfolio, ranked #99.

Abbot Financial Management first reported a position in APO in Q1 2019 and has held it in 29 quarters since. The position peaked at $842K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Abbot Financial Management held 5,100 shares of Apollo Global Management worth $603K as of Q2 2026.
Abbot Financial Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.21% of Abbot Financial Management's portfolio in Q2 2026, its #99 holding.
Abbot Financial Management first reported a position in Apollo Global Management in Q1 2019 and has held it in 29 quarters since.
Abbot Financial Management's Apollo Global Management position peaked at $842K in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.