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

Chesapeake 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	$920K	Buy	7,777 +4,098	+111%	+$515K	0.7%	36
2026 Q1	$410K	Buy	3,679 +1,614	+78%	+$200K	0.33%	74
2025 Q4	$299K	Buy	2,065 +72	+4%	+$9.56K	0.25%	81
2025 Q3	$266K	Buy	1,993 +1,193	+149%	+$169K	0.24%	84
2025 Q2	$113K	Sell	800 -45	-5%	-$5.97K	0.1%	115
2025 Q1	$116K	Buy	845 +45	+6%	+$6.92K	0.11%	104
2024 Q4	$132K	Hold	800	–	–	0.12%	95
2024 Q3	$99.9K	Hold	800	–	–	0.09%	102
2024 Q2	$94.5K	Hold	800	–	–	0.09%	102
2024 Q1	$90K	Hold	800	–	–	0.09%	96
2023 Q4	$74.6K	Hold	800	–	–	0.07%	119
2023 Q3	$71.8K	Hold	800	–	–	0.07%	119
2023 Q2	$61.4K	Hold	800	–	–	0.06%	130
2023 Q1	$50.5K	Buy	+800	New	+$53.6K	0.05%	142
2018 Q1	–	Sell	-24,714	Closed	-$827K	–	63
2017 Q4	$827K	Sell	24,714 -28,542	-54%	-$894K	0.8%	32
2017 Q3	$1.6M	Sell	53,256 -10,793	-17%	-$311K	1.44%	26
2017 Q2	$1.69M	Buy	64,049 +34,317	+115%	+$914K	1.61%	25
2017 Q1	$723K	Buy	+29,732	New	+$663K	0.6%	46

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

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

Chesapeake Asset Management increased its Apollo Global Management (APO) stake by 111% in Q2 2026, buying an estimated $515K and bringing the position to 7,777 shares worth $920K. The position accounts for 0.7% of the portfolio, ranked #36.

Chesapeake Asset Management first reported a position in APO in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.69M in Q2 2017. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Chesapeake Asset Management held 7,777 shares of Apollo Global Management worth $920K as of Q2 2026.
Chesapeake Asset Management bought 4,098 Apollo Global Management shares in Q2 2026, an estimated $515K.
Apollo Global Management made up 0.7% of Chesapeake Asset Management's portfolio in Q2 2026, its #36 holding.
Chesapeake Asset Management first reported a position in Apollo Global Management in Q1 2017 and has held it in 18 quarters since.
Chesapeake Asset Management's Apollo Global Management position peaked at $1.69M in Q2 2017.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.