Chesley Taft & Associates’s Apollo Global Management APO Stock Holding History

Chesley Taft & Associates’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	$617K	Sell	5,218 -21	-0.4%	-$2.64K	0.02%	265
2026 Q1	$584K	Buy	5,239 +694	+15%	+$86K	0.02%	270
2025 Q4	$658K	Hold	4,545	–	–	0.03%	259
2025 Q3	$606K	Hold	4,545	–	–	0.03%	252
2025 Q2	$645K	Hold	4,545	–	–	0.03%	243
2025 Q1	$622K	Sell	4,545 -55	-1%	-$8.46K	0.03%	241
2024 Q4	$760K	Hold	4,600	–	–	0.04%	224
2024 Q3	$575K	Sell	4,600 -2,523	-35%	-$291K	0.03%	239
2024 Q2	$841K	Sell	7,123 -55	-0.8%	-$6.24K	0.04%	203
2024 Q1	$807K	Sell	7,178 -85	-1%	-$8.97K	0.04%	206
2023 Q4	$677K	Buy	+7,263	New	+$641K	0.04%	215

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

Chesley Taft & Associates's APO Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Apollo Global Management (APO) stake by 0.4% in Q2 2026, selling an estimated $2.64K and leaving 5,218 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #265.

Chesley Taft & Associates first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $841K in Q2 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Chesley Taft & Associates held 5,218 shares of Apollo Global Management worth $617K as of Q2 2026.
Chesley Taft & Associates sold 21 Apollo Global Management shares in Q2 2026, an estimated $2.64K.
Apollo Global Management made up 0.02% of Chesley Taft & Associates's portfolio in Q2 2026, its #265 holding.
Chesley Taft & Associates first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
Chesley Taft & Associates's Apollo Global Management position peaked at $841K in Q2 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.