Chevy Chase Trust
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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
Q2 		$26.3M Sell
222,698
-6,056
-3% -$762K 0.07% 244
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Chevy Chase Trust's APO Position: Q2 2026 in Review

Chevy Chase Trust reduced its Apollo Global Management (APO) stake by 2.6% in Q2 2026, selling an estimated $762K and leaving 222,698 shares worth $26.3M. The position accounts for 0.07% of the portfolio, ranked #244.

Chevy Chase Trust first reported a position in APO in Q3 2019 and has held it in 17 quarters since. The position peaked at $38.9M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Chevy Chase Trust held 222,698 shares of Apollo Global Management worth $26.3M as of Q2 2026.
  • Chevy Chase Trust sold 6,056 Apollo Global Management shares in Q2 2026, an estimated $762K.
  • Apollo Global Management made up 0.07% of Chevy Chase Trust's portfolio in Q2 2026, its #244 holding.
  • Chevy Chase Trust first reported a position in Apollo Global Management in Q3 2019 and has held it in 17 quarters since.
  • Chevy Chase Trust's Apollo Global Management position peaked at $38.9M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.