BC
APO icon

Belmont Capital’s Apollo Global Management APO Stock Holding History

Belmont Capital’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 		$23M Buy
162,322
+69,715
+75% +$9.24M 3.5% 7
2025
Q1 		$12.7M Buy
92,607
+3,545
+4% +$545K 2.28% 9
2024
Q4 		$14.7M Buy
89,062
+517
+0.6% +$81.9K 2.39% 9
2024
Q3 		$11.1M Hold
88,545
– – 1.84% 9
2024
Q2 		$10.4M Buy
+88,545
New +$10M 1.94% 9

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Belmont Capital's APO Position: Q2 2025 in Review

Belmont Capital increased its Apollo Global Management (APO) stake by 75% in Q2 2025, buying an estimated $9.24M and bringing the position to 162,322 shares worth $23M. The position accounts for 3.5% of the portfolio, ranked #7.

Belmont Capital first reported a position in APO in Q2 2024 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Belmont Capital held 162,322 shares of Apollo Global Management worth $23M as of Q2 2025.
  • Belmont Capital bought 69,715 Apollo Global Management shares in Q2 2025, an estimated $9.24M.
  • Apollo Global Management made up 3.5% of Belmont Capital's portfolio in Q2 2025, its #7 holding.
  • Belmont Capital first reported a position in Apollo Global Management in Q2 2024 and has held it in 5 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.