Anchor Capital Advisors’s Apollo Global Management APO Stock Holding History

Anchor Capital Advisors’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	$1.41M	Sell	12,662 -4,367	-26%	-$541K	0.04%	151
2025 Q4	$2.47M	Sell	17,029 -1,120	-6%	-$149K	0.07%	120
2025 Q3	$2.42M	Sell	18,149 -257	-1%	-$36.4K	0.07%	126
2025 Q2	$2.61M	Sell	18,406 -75,293	-80%	-$9.98M	0.08%	123
2025 Q1	$12.8M	Sell	93,699 -4,873	-5%	-$749K	0.38%	88
2024 Q4	$16.3M	Sell	98,572 -4,769	-5%	-$755K	0.46%	77
2024 Q3	$12.9M	Sell	103,341 -1,839	-2%	-$212K	0.34%	96
2024 Q2	$12.4M	Buy	+105,180	New	+$11.9M	0.35%	99

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Anchor Capital Advisors's APO Position: Q1 2026 in Review

Anchor Capital Advisors reduced its Apollo Global Management (APO) stake by 26% in Q1 2026, selling an estimated $541K and leaving 12,662 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #151.

Anchor Capital Advisors first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.3M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Anchor Capital Advisors held 12,662 shares of Apollo Global Management worth $1.41M as of Q1 2026.
Anchor Capital Advisors sold 4,367 Apollo Global Management shares in Q1 2026, an estimated $541K.
Apollo Global Management made up 0.04% of Anchor Capital Advisors's portfolio in Q1 2026, its #151 holding.
Anchor Capital Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
Anchor Capital Advisors's Apollo Global Management position peaked at $16.3M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.