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

Byrne 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	$13.6K	Sell	115 -25	-18%	-$3.14K	0.01%	401
2026 Q1	$15.6K	Sell	140 -320	-70%	-$39.7K	0.01%	369
2025 Q4	$66.6K	Buy	+460	New	+$61.1K	0.04%	257
2025 Q3	–	Sell	-460	Closed	-$65.1K	–	203
2025 Q2	$65.3K	Buy	460 +235	+104%	+$31.2K	0.04%	191
2025 Q1	$30.8K	Hold	225	–	–	0.02%	291
2024 Q4	$37.2K	Hold	225	–	–	0.03%	220
2024 Q3	$28.1K	Hold	225	–	–	0.02%	258
2024 Q2	$26.6K	Hold	225	–	–	0.02%	260
2024 Q1	$25.3K	Hold	225	–	–	0.02%	264
2023 Q4	$21K	Sell	225 -50	-18%	-$4.42K	0.02%	280
2023 Q3	$25K	Hold	275	–	–	0.02%	250
2023 Q2	$21K	Hold	275	–	–	0.01%	315
2023 Q1	$17K	Hold	275	–	–	0.01%	331
2022 Q4	$17.5K	Hold	275	–	–	0.01%	331
2022 Q3	$13K	Sell	275 -25	-8%	-$1.37K	0.01%	336
2022 Q2	$15K	Sell	300 -50	-14%	-$2.72K	0.01%	316
2022 Q1	$22K	Hold	350	–	–	0.01%	298
2021 Q4	$25K	Buy	+350	New	+$25.3K	0.02%	269

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Byrne Asset Management reduced its Apollo Global Management (APO) stake by 18% in Q2 2026, selling an estimated $3.14K and leaving 115 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #401.

Byrne Asset Management first reported a position in APO in Q4 2021 and has held it in 18 quarters since. The position peaked at $66.6K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Byrne Asset Management held 115 shares of Apollo Global Management worth $13.6K as of Q2 2026.
Byrne Asset Management sold 25 Apollo Global Management shares in Q2 2026, an estimated $3.14K.
Apollo Global Management made up 0.01% of Byrne Asset Management's portfolio in Q2 2026, its #401 holding.
Byrne Asset Management first reported a position in Apollo Global Management in Q4 2021 and has held it in 18 quarters since.
Byrne Asset Management's Apollo Global Management position peaked at $66.6K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.