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
2026 Q1	–	Sell	-30,000	Closed	-$4.34M	–	3751
2025 Q4	$4.34M	Hold	30,000	–	–	﹤0.01%	1375
2025 Q3	$4M	Hold	30,000	–	–	﹤0.01%	1384
2025 Q2	$4.26M	Buy	+30,000	New	+$3.98M	﹤0.01%	1309
2023 Q3	–	Sell	-50,000	Closed	-$3.86M	–	3792
2023 Q2	$3.86M	Buy	+50,000	New	+$3.34M	﹤0.01%	1461

Other funds holding APO

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 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 $3.37T AUM 44.26% 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 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.