Bank of Montreal’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $155M | Buy |
1,309,224
+187,260
| +17% | +$23.5M | 0.05% | 294 |
|
|
2026
Q1 | $125M | Sell |
1,121,964
-46,984
| -4% | -$5.82M | 0.05% | 315 |
|
|
2025
Q4 | $169M | Buy |
1,168,948
+19,173
| +2% | +$2.55M | 0.06% | 254 |
|
|
2025
Q3 | $153M | Buy |
1,149,775
+109,958
| +11% | +$15.6M | 0.06% | 238 |
|
|
2025
Q2 | $148M | Buy |
1,039,817
+31,376
| +3% | +$4.16M | 0.07% | 207 |
|
|
2025
Q1 | $138M | Sell |
1,008,441
-42,435
| -4% | -$6.53M | 0.07% | 211 |
|
|
2024
Q4 | $174M | Buy |
1,050,876
+272,332
| +35% | +$43.1M | 0.08% | 184 |
|
|
2024
Q3 | $97.9M | Buy |
778,544
+140,146
| +22% | +$16.2M | 0.04% | 302 |
|
|
2024
Q2 | $75.7M | Sell |
638,398
-45,717
| -7% | -$5.19M | 0.02% | 361 |
|
|
2024
Q1 | $78.4M | Sell |
684,115
-118,475
| -15% | -$12.5M | 0.02% | 337 |
|
|
2023
Q4 | $75.7M | Sell |
802,590
-49,168
| -6% | -$4.34M | 0.02% | 367 |
|
|
2023
Q3 | $78.3M | Buy |
851,758
+67,962
| +9% | +$5.71M | 0.03% | 306 |
|
|
2023
Q2 | $60.5M | Sell |
783,796
-70,427
| -8% | -$4.71M | 0.02% | 350 |
|
|
2023
Q1 | $54M | Sell |
854,223
-5,658
| -0.7% | -$379K | 0.02% | 362 |
|
|
2022
Q4 | $54.9M | Sell |
859,881
-100,058
| -10% | -$5.94M | 0.02% | 357 |
|
|
2022
Q3 | $47.3K | Sell |
959,939
-101,274
| -10% | -$5.56M | 0.02% | 385 |
|
|
2022
Q2 | $55.5K | Buy |
1,061,213
+274,504
| +35% | +$14.9M | 0.03% | 374 |
|
|
2022
Q1 | $49.6M | Buy |
786,709
+229,653
| +41% | +$15.1M | 0.02% | 473 |
|
|
2021
Q4 | $40.8M | Buy |
557,056
+310,775
| +126% | +$22.4M | 0.02% | 498 |
|
|
2021
Q3 | $15.4M | Buy |
246,281
+65,254
| +36% | +$3.92M | 0.01% | 1064 |
|
|
2021
Q2 | $11.3M | Buy |
181,027
+51,806
| +40% | +$2.87M | 0.01% | 1199 |
|
|
2021
Q1 | $6.02M | Buy |
129,221
+110,560
| +592% | +$5.38M | ﹤0.01% | 1255 |
|
|
2020
Q4 | $886K | Buy |
18,661
+3,672
| +24% | +$164K | ﹤0.01% | 2327 |
|
|
2020
Q3 | $697K | Sell |
14,989
-3,565
| -19% | -$172K | ﹤0.01% | 2155 |
|
|
2020
Q2 | $925K | Sell |
18,554
-263,595
| -93% | -$11.6M | ﹤0.01% | 1970 |
|
|
2020
Q1 | $8.74M | Buy |
282,149
+252,779
| +861% | +$10.9M | 0.01% | 751 |
|
|
2019
Q4 | $1.4M | Sell |
29,370
-5,948,547
| -100% | -$254M | ﹤0.01% | 2068 |
|
|
2019
Q3 | $226M | Buy |
5,977,917
+1,793,670
| +43% | +$65.3M | 0.2% | 94 |
|
|
2019
Q2 | $144M | Sell |
4,184,247
-326,000
| -7% | -$10.4M | 0.12% | 149 |
|
|
2019
Q1 | $127M | Buy |
4,510,247
+601,147
| +15% | +$17.1M | 0.11% | 169 |
|
|
2018
Q4 | $95.9M | Buy |
3,909,100
+360,645
| +10% | +$10.3M | 0.09% | 194 |
|
|
2018
Q3 | $123M | Sell |
3,548,455
-174,355
| -5% | -$6.08M | 0.1% | 202 |
|
|
2018
Q2 | $119M | Buy |
3,722,810
+2,321,200
| +166% | +$71M | 0.1% | 192 |
|
|
2018
Q1 | $41.5M | Buy |
1,401,610
+582,610
| +71% | +$19.6M | 0.04% | 403 |
|
|
2017
Q4 | $27.4M | Sell |
819,000
-1,255,200
| -61% | -$39.3M | 0.02% | 518 |
|
|
2017
Q3 | $62.4M | Buy |
2,074,200
+20,000
| +1% | +$576K | 0.06% | 293 |
|
|
2017
Q2 | $54.3M | Buy |
+2,054,200
| New | +$54.7M | 0.05% | 313 |
|
|
2017
Q1 | – | Sell |
-1,568,000
| Closed | -$30.2M | – | 3956 |
|
|
2016
Q4 | $30.2M | Buy |
1,568,000
+183,000
| +13% | +$3.46M | 0.03% | 423 |
|
|
2016
Q3 | $24.9M | Buy |
1,385,000
+639,200
| +86% | +$11.2M | 0.03% | 485 |
|
|
2016
Q2 | $11.3M | Buy |
745,800
+137,000
| +23% | +$2.25M | 0.01% | 745 |
|
|
2016
Q1 | $10.4M | Sell |
608,800
-90,200
| -13% | -$1.35M | 0.01% | 727 |
|
|
2015
Q4 | $10.6M | Buy |
699,000
+500
| +0.1% | +$8.55K | 0.01% | 705 |
|
|
2015
Q3 | $12M | Sell |
698,500
-21,714
| -3% | -$433K | 0.02% | 638 |
|
|
2015
Q2 | $16M | Buy |
720,214
+109,688
| +18% | +$2.41M | 0.02% | 606 |
|
|
2015
Q1 | $13.2M | Buy |
610,526
+188,208
| +45% | +$4.39M | 0.02% | 684 |
|
|
2014
Q4 | $9.96M | Buy |
422,318
+165,735
| +65% | +$3.82M | 0.01% | 780 |
|
|
2014
Q3 | $6.12M | Buy |
256,583
+64,947
| +34% | +$1.62M | 0.01% | 1014 |
|
|
2014
Q2 | $5.31M | Buy |
191,636
+28,018
| +17% | +$761K | 0.01% | 1057 |
|
|
2014
Q1 | $5.2M | Buy |
163,618
+154,018
| +1,604% | +$5.02M | 0.01% | 924 |
|
|
2013
Q4 | $303K | Buy |
9,600
+500
| +5% | +$15.5K | ﹤0.01% | 2052 |
|
|
2013
Q3 | $257K | Sell |
9,100
-7,700
| -46% | -$207K | ﹤0.01% | 2124 |
|
|
2013
Q2 | $405K | Buy |
+16,800
| New | +$415K | ﹤0.01% | 1853 |
|
Other funds holding APO
VCM
VPM
Bank of Montreal's APO Position: Q2 2026 in Review
Bank of Montreal increased its Apollo Global Management (APO) stake by 17% in Q2 2026, buying an estimated $23.5M and bringing the position to 1,309,224 shares worth $155M. The position accounts for 0.05% of the portfolio, ranked #294.
Bank of Montreal first reported a position in APO in Q2 2013 and has held it in 52 quarters since. The position peaked at $226M in Q3 2019. 1,101 funds tracked by Wall St. Rank hold APO as of Q2 2026.
- Bank of Montreal held 1,309,224 shares of Apollo Global Management worth $155M as of Q2 2026.
- Bank of Montreal bought 187,260 Apollo Global Management shares in Q2 2026, an estimated $23.5M.
- Apollo Global Management made up 0.05% of Bank of Montreal's portfolio in Q2 2026, its #294 holding.
- Bank of Montreal first reported a position in Apollo Global Management in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Apollo Global Management position peaked at $226M in Q3 2019.
- 1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.