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American Trust’s Apollo Global Management APO Stock Holding History

American Trust’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
2025
Q1 		– Sell
-1,253
Closed -$207K – 133
2024
Q4 		$207K Sell
1,253
-913
-42% -$145K 0.02% 297
2024
Q3 		$271K Sell
2,166
-729
-25% -$84.2K 0.02% 202
2024
Q2 		$342K Buy
2,895
+760
+36% +$86.2K 0.03% 157
2024
Q1 		$240K Sell
2,135
-1,837
-46% -$194K 0.02% 230
2023
Q4 		$370K Sell
3,972
-5,751
-59% -$508K 0.03% 177
2023
Q3 		$873K Buy
+9,723
New +$817K 0.07% 109
2023
Q1 		– Sell
-3,174
Closed -$202K – 440
2022
Q4 		$202K Buy
+3,174
New +$189K 0.02% 411

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

American Trust's APO Position: Q1 2025 in Review

American Trust sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,253 shares — an estimated $207K sold.

American Trust first reported a position in APO in Q4 2022 and held it in 7 quarters. The position peaked at $873K in Q3 2023. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • American Trust reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • American Trust sold 1,253 Apollo Global Management shares in Q1 2025, an estimated $207K.
  • American Trust first reported a position in Apollo Global Management in Q4 2022 and held it in 7 quarters.
  • American Trust's Apollo Global Management position peaked at $873K in Q3 2023.
  • 1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.