Carl P. Sherr & Co’s Apollo Global Management APO Stock Holding History

Carl P. Sherr & Co’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	$237K	Hold	2,000	–	–	0.1%	122
2026 Q1	$223K	Hold	2,000	–	–	0.1%	118
2025 Q4	$269K	Hold	2,000	–	–	0.12%	114
2025 Q3	$267K	Hold	2,000	–	–	0.13%	102
2025 Q2	$284K	Hold	2,000	–	–	0.14%	101
2025 Q1	$274K	Hold	2,000	–	–	0.15%	103
2024 Q4	$330K	Hold	2,000	–	–	0.17%	97
2024 Q3	$250K	Hold	2,000	–	–	0.13%	106
2024 Q2	$236K	Hold	2,000	–	–	0.13%	111
2024 Q1	$225K	Buy	+2,000	New	+$211K	0.13%	111

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

Carl P. Sherr & Co's APO Position: Q2 2026 in Review

Carl P. Sherr & Co held its Apollo Global Management (APO) position steady in Q2 2026 at 2,000 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #122.

Carl P. Sherr & Co first reported a position in APO in Q1 2024 and has held it in 10 quarters since. The position peaked at $330K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Carl P. Sherr & Co held 2,000 shares of Apollo Global Management worth $237K as of Q2 2026.
Carl P. Sherr & Co left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.1% of Carl P. Sherr & Co's portfolio in Q2 2026, its #122 holding.
Carl P. Sherr & Co first reported a position in Apollo Global Management in Q1 2024 and has held it in 10 quarters since.
Carl P. Sherr & Co's Apollo Global Management position peaked at $330K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.