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Berbice Capital Management’s Apollo Global Management APO Stock Holding History

Berbice Capital 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
Q1 		– Sell
-1,100
Closed -$159K – 161
2025
Q4 		$159K Sell
1,100
-251
-19% -$33.3K 0.1% 57
2025
Q3 		$180K Buy
1,351
+350
+35% +$49.6K 0.11% 58
2025
Q2 		$142K Hold
1,001
– – 0.1% 62
2025
Q1 		$137K Hold
1,001
– – 0.12% 56
2024
Q4 		$165K Buy
+1,001
New +$159K 0.13% 52

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berbice Capital Management's APO Position: Q1 2026 in Review

Berbice Capital Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,100 shares — an estimated $159K sold.

Berbice Capital Management first reported a position in APO in Q4 2024 and held it in 5 quarters. The position peaked at $180K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Berbice Capital Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Berbice Capital Management sold 1,100 Apollo Global Management shares in Q1 2026, an estimated $159K.
  • Berbice Capital Management first reported a position in Apollo Global Management in Q4 2024 and held it in 5 quarters.
  • Berbice Capital Management's Apollo Global Management position peaked at $180K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.