Belpointe Asset Management’s Apollo Global Management APO Stock Holding History

Belpointe Asset Management’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 Q2	$1.4M	Buy	+11,872	New	+$1.49M	0.05%	385
2024 Q3	–	Sell	-2,647	Closed	-$313K	–	932
2024 Q2	$313K	Sell	2,647 -1,036	-28%	-$118K	0.02%	573
2024 Q1	$414K	Sell	3,683 -5,749	-61%	-$607K	0.03%	484
2023 Q4	$879K	Sell	9,432 -943	-9%	-$83.3K	0.08%	240
2023 Q3	$931K	Buy	+10,375	New	+$872K	0.1%	207
2023 Q2	–	Sell	-6,446	Closed	-$407K	–	739
2023 Q1	$407K	Sell	6,446 -1,413	-18%	-$94.6K	0.02%	631
2022 Q4	$501K	Sell	7,859 -2,531	-24%	-$150K	0.03%	541
2022 Q3	$483K	Buy	10,390 +4,503	+76%	+$247K	0.03%	516
2022 Q2	$285K	Sell	5,887 -1,005	-15%	-$54.7K	0.02%	699
2022 Q1	$426K	Buy	6,892 +9	+0.1%	+$592	0.03%	594
2021 Q4	$498K	Sell	6,883 -295	-4%	-$21.3K	0.03%	522
2021 Q3	$442K	Buy	7,178 +87	+1%	+$5.23K	0.03%	545
2021 Q2	$441K	Sell	7,091 -410	-5%	-$22.7K	0.03%	537
2021 Q1	$353K	Buy	7,501 +759	+11%	+$36.9K	0.03%	538
2020 Q4	$330K	Buy	6,742 +1,233	+22%	+$55K	0.03%	522
2020 Q3	$246K	Hold	5,509	–	–	0.03%	497
2020 Q2	$275K	Buy	5,509 +1,500	+37%	+$65.8K	0.04%	427
2020 Q1	$134K	Sell	4,009 -2,535	-39%	-$109K	0.02%	532
2019 Q4	$312K	Buy	+6,544	New	+$279K	0.04%	434

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 $3.37T AUM 44.26% 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

Belpointe Asset Management's APO Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Apollo Global Management (APO) in Q2 2026: 11,872 shares worth $1.4M. The stake represents 0.05% of the portfolio and ranks #385 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in APO as recently as Q2 2024.

Belpointe Asset Management first reported a position in APO in Q4 2019 and has held it in 19 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Belpointe Asset Management held 11,872 shares of Apollo Global Management worth $1.4M as of Q2 2026.
Apollo Global Management was a new Belpointe Asset Management position in Q2 2026.
Apollo Global Management made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #385 holding.
Belpointe Asset Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 19 quarters since.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.