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

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 $3.38T AUM 44.17% 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

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. 1,181 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.
1,181 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.