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AFT Forsyth & Company’s Apollo Global Management APO Stock Holding History

AFT Forsyth & Company’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
Q1 		– Sell
-3,500
Closed -$507K – 124
2025
Q4 		$507K Hold
3,500
– – 0.22% 81
2025
Q3 		$466K Hold
3,500
– – 0.22% 75
2025
Q2 		$497K Hold
3,500
– – 0.25% 72
2025
Q1 		$479K Hold
3,500
– – 0.26% 81
2024
Q4 		$578K Hold
3,500
– – 0.28% 74
2024
Q3 		$437K Hold
3,500
– – 0.22% 91
2024
Q2 		$413K Hold
3,500
– – 0.2% 97
2024
Q1 		$394K Buy
3,500
+500
+17% +$52.8K 0.22% 96
2023
Q4 		$280K Hold
3,000
– – 0.18% 111
2023
Q3 		$269K Buy
+3,000
New +$252K 0.2% 106

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AFT Forsyth & Company's APO Position: Q1 2026 in Review

AFT Forsyth & Company sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 3,500 shares — an estimated $507K sold.

AFT Forsyth & Company first reported a position in APO in Q3 2023 and held it in 10 quarters. The position peaked at $578K in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • AFT Forsyth & Company reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • AFT Forsyth & Company sold 3,500 Apollo Global Management shares in Q1 2026, an estimated $507K.
  • AFT Forsyth & Company first reported a position in Apollo Global Management in Q3 2023 and held it in 10 quarters.
  • AFT Forsyth & Company's Apollo Global Management position peaked at $578K in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.