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Beach Investment Counsel’s Apollo Global Management APO Stock Holding History

Beach Investment Counsel’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
Q1 		$12.1M Sell
88,017
-51,381
-37% -$7.9M 1.77% 19
2024
Q4 		$23M Sell
139,398
-16,891
-11% -$2.68M 3.11% 9
2024
Q3 		$19.5M Sell
156,289
-3,259
-2% -$376K 2.41% 11
2024
Q2 		$18.8M Buy
159,548
+29,518
+23% +$3.35M 2.32% 13
2024
Q1 		$12.1M Hold
130,030
– – 1.49% 20
2023
Q4 		$12.1M Sell
130,030
-102,822
-44% -$9.08M 1.5% 20
2023
Q3 		$20.9M Buy
232,852
+153,714
+194% +$12.9M 2.61% 7
2023
Q2 		$6.08M Buy
+79,138
New +$5.29M 0.72% 40

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beach Investment Counsel's APO Position: Q1 2025 in Review

Beach Investment Counsel reduced its Apollo Global Management (APO) stake by 37% in Q1 2025, selling an estimated $7.9M and leaving 88,017 shares worth $12.1M. The position accounts for 1.77% of the portfolio, ranked #19.

Beach Investment Counsel first reported a position in APO in Q2 2023 and has held it in 8 quarters since. The position peaked at $23M in Q4 2024. 1,096 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Beach Investment Counsel held 88,017 shares of Apollo Global Management worth $12.1M as of Q1 2025.
  • Beach Investment Counsel sold 51,381 Apollo Global Management shares in Q1 2025, an estimated $7.9M.
  • Apollo Global Management made up 1.77% of Beach Investment Counsel's portfolio in Q1 2025, its #19 holding.
  • Beach Investment Counsel first reported a position in Apollo Global Management in Q2 2023 and has held it in 8 quarters since.
  • Beach Investment Counsel's Apollo Global Management position peaked at $23M in Q4 2024.
  • 1,096 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.