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

Bank of Montreal’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
2024
Q2 		– Sell
-42,000
Closed -$4.81M – 3833
2024
Q1 		$4.81M Buy
+42,000
New +$4.43M ﹤0.01% 1241

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of Montreal reduced its Apollo Global Management (APO) stake by 4% in Q1 2026, selling an estimated $5.82M and leaving 1,121,964 shares worth $125M. The position accounts for 0.05% of the portfolio, ranked #315.

Bank of Montreal first reported a position in APO in Q2 2013 and has held it in 51 quarters since. The position peaked at $226M in Q3 2019. 1,132 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Bank of Montreal held 1,121,964 shares of Apollo Global Management worth $125M as of Q1 2026.
  • Bank of Montreal sold 46,984 Apollo Global Management shares in Q1 2026, an estimated $5.82M.
  • Apollo Global Management made up 0.05% of Bank of Montreal's portfolio in Q1 2026, its #315 holding.
  • Bank of Montreal first reported a position in Apollo Global Management in Q2 2013 and has held it in 51 quarters since.
  • Bank of Montreal's Apollo Global Management position peaked at $226M in Q3 2019.
  • 1,132 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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