Beacon Capital Management LLC (Tennessee)’s Apollo Global Management APO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q2	–	Sell	-46	Closed	-$6.3K	–	1075
2025 Q1	$6.3K	Buy	+46	New	+$7.07K	﹤0.01%	719
2024 Q2	–	Sell	-34	Closed	-$3.82K	–	1055
2024 Q1	$3.82K	Buy	+34	New	+$3.59K	﹤0.01%	759
2023 Q1	–	Sell	-67	Closed	-$4.27K	–	948
2022 Q4	$4.27K	Buy	+67	New	+$3.98K	﹤0.01%	678

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s APO Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 46 shares — an estimated $6.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in APO in Q4 2022 and held it in 3 quarters. The position peaked at $6.3K in Q1 2025. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 46 Apollo Global Management shares in Q2 2025, an estimated $6.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Apollo Global Management in Q4 2022 and held it in 3 quarters.
Beacon Capital Management LLC (Tennessee)'s Apollo Global Management position peaked at $6.3K in Q1 2025.
1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.