Arlington Trust’s Apollo Global Management APO Stock Holding History

Arlington 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
2026 Q2	$178K	Hold	1,508	–	–	0.02%	128
2026 Q1	$168K	Buy	1,508 +8	+0.5%	+$992	0.01%	112
2025 Q4	$217K	Sell	1,500 -371	-20%	-$49.3K	0.02%	82
2025 Q3	$249K	Hold	1,871	–	–	0.04%	155
2025 Q2	$265K	Hold	1,871	–	–	0.05%	143
2025 Q1	$256K	Sell	1,871 -28	-1%	-$4.31K	0.05%	148
2024 Q4	$314K	Buy	1,899 +28	+1%	+$4.44K	0.07%	130
2024 Q3	$234K	Hold	1,871	–	–	0.05%	150
2024 Q2	$221K	Hold	1,871	–	–	0.05%	142
2024 Q1	$210K	Hold	1,871	–	–	0.05%	132
2023 Q4	$174K	Buy	+1,871	New	+$165K	0.05%	142

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

Arlington Trust's APO Position: Q2 2026 in Review

Arlington Trust held its Apollo Global Management (APO) position steady in Q2 2026 at 1,508 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #128.

Arlington Trust first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $314K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Arlington Trust held 1,508 shares of Apollo Global Management worth $178K as of Q2 2026.
Arlington Trust left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #128 holding.
Arlington Trust first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's Apollo Global Management position peaked at $314K in Q4 2024.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.