BAMCO Inc’s Apollo Global Management APO Stock Holding History

BAMCO Inc’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	$13M	Sell	109,894 -225	-0.2%	-$28.3K	0.02%	236
2026 Q1	$12.3M	Sell	110,119 -14,695	-12%	-$1.82M	0.04%	220
2025 Q4	$18.1M	Sell	124,814 -2,516	-2%	-$334K	0.05%	206
2025 Q3	$17M	Sell	127,330 -500	-0.4%	-$70.8K	0.05%	216
2025 Q2	$18.1M	Sell	127,830 -1,000	-0.8%	-$133K	0.05%	205
2025 Q1	$17.6M	Sell	128,830 -6,399	-5%	-$984K	0.05%	213
2024 Q4	$22.3M	Sell	135,229 -2,200	-2%	-$349K	0.06%	194
2024 Q3	$17.2M	Buy	137,429 +3,813	+3%	+$440K	0.05%	217
2024 Q2	$15.8M	Buy	133,616 +30,509	+30%	+$3.46M	0.05%	219
2024 Q1	$11.6M	Buy	103,107 +80,107	+348%	+$8.45M	0.03%	237
2023 Q4	$2.14M	Hold	23,000	–	–	0.01%	290
2023 Q3	$2.06M	Buy	23,000 +1,500	+7%	+$126K	0.01%	283
2023 Q2	$1.65M	Buy	21,500 +12,500	+139%	+$836K	﹤0.01%	299
2023 Q1	$568K	Buy	+9,000	New	+$603K	﹤0.01%	334

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

BAMCO Inc's APO Position: Q2 2026 in Review

BAMCO Inc reduced its Apollo Global Management (APO) stake by 0.2% in Q2 2026, selling an estimated $28.3K and leaving 109,894 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #236.

BAMCO Inc first reported a position in APO in Q1 2023 and has held it in 14 quarters since. The position peaked at $22.3M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

BAMCO Inc held 109,894 shares of Apollo Global Management worth $13M as of Q2 2026.
BAMCO Inc sold 225 Apollo Global Management shares in Q2 2026, an estimated $28.3K.
Apollo Global Management made up 0.02% of BAMCO Inc's portfolio in Q2 2026, its #236 holding.
BAMCO Inc first reported a position in Apollo Global Management in Q1 2023 and has held it in 14 quarters since.
BAMCO Inc's Apollo Global Management position peaked at $22.3M in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.