Bank of America’s Apollo Global Management APO Stock Holding History

Bank of America’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 Q4	–	Sell	-99,000	Closed	-$13.2M	–	7357
2025 Q3	$13.2M	Buy	99,000 +46,700	+89%	+$6.61M	﹤0.01%	3015
2025 Q2	$7.42M	Buy	52,300 +10,300	+25%	+$1.37M	﹤0.01%	3508
2025 Q1	$5.75M	Sell	42,000 -105,300	-71%	-$16.2M	﹤0.01%	3668
2024 Q4	$24.3M	Buy	147,300 +49,800	+51%	+$7.89M	﹤0.01%	2118
2024 Q3	$12.2M	Hold	97,500	–	–	﹤0.01%	2888
2024 Q2	$11.5M	Hold	97,500	–	–	﹤0.01%	2806
2024 Q1	$11M	Buy	97,500 +80,000	+457%	+$8.44M	﹤0.01%	2903
2023 Q4	$1.63M	Buy	+17,500	New	+$1.55M	﹤0.01%	4587
2022 Q2	–	Sell	-35,000	Closed	-$2.17M	–	7984
2022 Q1	$2.17M	Sell	35,000 -290,600	-89%	-$19.1M	﹤0.01%	4508
2021 Q4	$23.6M	Buy	325,600 +225,600	+226%	+$16.3M	﹤0.01%	2062
2021 Q3	$6.16M	Hold	100,000	–	–	﹤0.01%	3359
2021 Q2	$6.22M	Buy	+100,000	New	+$5.55M	﹤0.01%	3313
2021 Q1	–	Sell	-67,100	Closed	-$3.29M	–	7399
2020 Q4	$3.29M	Buy	+67,100	New	+$3M	﹤0.01%	3514
2020 Q1	–	Sell	-95,000	Closed	-$4.53M	–	6820
2019 Q4	$4.53M	Sell	95,000 -150,000	-61%	-$6.4M	﹤0.01%	3333
2019 Q3	$9.27M	Buy	+245,000	New	+$8.92M	﹤0.01%	2591
2019 Q1	–	Sell	-50,000	Closed	-$1.23M	–	7080
2018 Q4	$1.23M	Hold	50,000	–	–	﹤0.01%	4237
2018 Q3	$1.73M	Hold	50,000	–	–	﹤0.01%	4101
2018 Q2	$1.59M	Hold	50,000	–	–	﹤0.01%	4150
2018 Q1	$1.48M	Hold	50,000	–	–	﹤0.01%	4099
2017 Q4	$1.67M	Buy	+50,000	New	+$1.57M	﹤0.01%	4108
2016 Q1	–	Sell	-121,000	Closed	-$1.84M	–	6978
2015 Q4	$1.84M	Hold	121,000	–	–	﹤0.01%	3876
2015 Q3	$2.08M	Sell	121,000 -1,000	-0.8%	-$19.9K	﹤0.01%	3743
2015 Q2	$2.7M	Buy	122,000 +51,000	+72%	+$1.12M	﹤0.01%	3169
2015 Q1	$1.53M	Hold	71,000	–	–	﹤0.01%	3463
2014 Q4	$1.67M	Buy	71,000 +2,000	+3%	+$46.1K	﹤0.01%	3563
2014 Q3	$1.65M	Buy	+69,000	New	+$1.73M	﹤0.01%	3558

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

Bank of America's APO Position: Q1 2026 in Review

Bank of America increased its Apollo Global Management (APO) stake by 17% in Q1 2026, buying an estimated $69.8M and bringing the position to 3,957,303 shares worth $441M. The position accounts for 0.03% of the portfolio, ranked #440.

Bank of America first reported a position in APO in Q2 2013 and has held it in 52 quarters since. The position peaked at $491M in Q4 2025. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Bank of America held 3,957,303 shares of Apollo Global Management worth $441M as of Q1 2026.
Bank of America bought 562,837 Apollo Global Management shares in Q1 2026, an estimated $69.8M.
Apollo Global Management made up 0.03% of Bank of America's portfolio in Q1 2026, its #440 holding.
Bank of America first reported a position in Apollo Global Management in Q2 2013 and has held it in 52 quarters since.
Bank of America's Apollo Global Management position peaked at $491M in Q4 2025.
1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.