Chevy Chase Trust’s Apollo Global Management APO Stock Holding History

Chevy Chase Trust’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 Q1	$25.5M	Sell	228,754 -6,750	-3%	-$837K	0.07%	226
2025 Q4	$34.1M	Buy	235,504 +134	+0.1%	+$17.8K	0.09%	182
2025 Q3	$31.4M	Sell	235,370 -3,790	-2%	-$537K	0.09%	194
2025 Q2	$33.9M	Buy	239,160 +3,982	+2%	+$528K	0.1%	188
2025 Q1	$32.2M	Sell	235,178 -143	-0.1%	-$22K	0.1%	180
2024 Q4	$38.9M	Buy	+235,321	New	+$37.3M	0.12%	156
2022 Q2	–	Sell	-3,660	Closed	-$227K	–	632
2022 Q1	$227K	Buy	+3,660	New	+$241K	﹤0.01%	630
2021 Q4	–	Sell	-5,943	Closed	-$366K	–	670
2021 Q3	$366K	Hold	5,943	–	–	﹤0.01%	618
2021 Q2	$370K	Sell	5,943 -350	-6%	-$19.4K	﹤0.01%	624
2021 Q1	$296K	Sell	6,293 -4,107	-39%	-$200K	﹤0.01%	637
2020 Q4	$509K	Sell	10,400 -100	-1%	-$4.46K	﹤0.01%	598
2020 Q3	$470K	Sell	10,500 -1,000	-9%	-$48.1K	﹤0.01%	593
2020 Q2	$574K	Hold	11,500	–	–	﹤0.01%	583
2020 Q1	$385K	Hold	11,500	–	–	﹤0.01%	585
2019 Q4	$549K	Hold	11,500	–	–	﹤0.01%	604
2019 Q3	$435K	Buy	+11,500	New	+$419K	﹤0.01%	601

Other funds holding APO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Chevy Chase Trust's APO Position: Q1 2026 in Review

Chevy Chase Trust reduced its Apollo Global Management (APO) stake by 2.9% in Q1 2026, selling an estimated $837K and leaving 228,754 shares worth $25.5M. The position accounts for 0.07% of the portfolio, ranked #226.

Chevy Chase Trust first reported a position in APO in Q3 2019 and has held it in 16 quarters since. The position peaked at $38.9M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Chevy Chase Trust held 228,754 shares of Apollo Global Management worth $25.5M as of Q1 2026.
Chevy Chase Trust sold 6,750 Apollo Global Management shares in Q1 2026, an estimated $837K.
Apollo Global Management made up 0.07% of Chevy Chase Trust's portfolio in Q1 2026, its #226 holding.
Chevy Chase Trust first reported a position in Apollo Global Management in Q3 2019 and has held it in 16 quarters since.
Chevy Chase Trust's Apollo Global Management position peaked at $38.9M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.