CCM Investment Advisers’s Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 APOS Stock Holding History

CCM Investment Advisers’s Portfolio APOS Stock Details APOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Hold	8,000	–	–	0.02%	89
2025 Q4	$211K	Hold	8,000	–	–	0.02%	81
2025 Q3	$210K	Hold	8,000	–	–	0.02%	86
2025 Q2	$208K	Hold	8,000	–	–	0.02%	66
2025 Q1	$207K	Buy	+8,000	New	+$214K	0.03%	66

Other funds holding APOS

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CCM Investment Advisers's APOS Position: Q1 2026 in Review

CCM Investment Advisers held its Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 (APOS) position steady in Q1 2026 at 8,000 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #89.

CCM Investment Advisers first reported a position in APOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $211K in Q4 2025. 4 funds tracked by Wall St. Rank hold APOS as of Q1 2026.

CCM Investment Advisers held 8,000 shares of Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 worth $203K as of Q1 2026.
CCM Investment Advisers left its Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 share count unchanged in Q1 2026.
Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 made up 0.02% of CCM Investment Advisers's portfolio in Q1 2026, its #89 holding.
CCM Investment Advisers first reported a position in Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 in Q1 2025 and has held it in 5 quarters since.
CCM Investment Advisers's Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 position peaked at $211K in Q4 2025.
4 funds tracked by Wall St. Rank held Apollo Global Management 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.