Chickasaw Capital Management’s Apollo Global Management APO Stock Holding History

Chickasaw Capital 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 Q3	$309K	Buy	2,663 +120	+5%	+$15.2K	0.01%	81
2026 Q2	$301K	Hold	2,543	–	–	0.01%	85
2026 Q1	$283K	Hold	2,543	–	–	0.01%	85
2025 Q4	$368K	Hold	2,543	–	–	0.02%	78
2025 Q3	$339K	Hold	2,543	–	–	0.01%	81
2025 Q2	$361K	Buy	2,543 +300	+13%	+$39.8K	0.01%	78
2025 Q1	$307K	Sell	2,243 -85	-4%	-$13.1K	0.01%	80
2024 Q4	$384K	Hold	2,328	–	–	0.02%	71
2024 Q3	$291K	Hold	2,328	–	–	0.01%	83
2024 Q2	$275K	Hold	2,328	–	–	0.01%	84
2024 Q1	$262K	Sell	2,328 -20	-0.9%	-$2.11K	0.01%	82
2023 Q4	$219K	Hold	2,348	–	–	0.01%	85
2023 Q3	$211K	Buy	+2,348	New	+$197K	0.01%	82

Other funds holding APO

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Chickasaw Capital Management's APO Position: Q3 2026 in Review

Chickasaw Capital Management increased its Apollo Global Management (APO) stake by 4.7% in Q3 2026, buying an estimated $15.2K and bringing the position to 2,663 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #81.

Chickasaw Capital Management first reported a position in APO in Q3 2023 and has held it in 13 quarters since. The position peaked at $384K in Q4 2024. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Chickasaw Capital Management held 2,663 shares of Apollo Global Management worth $309K as of Q3 2026.
Chickasaw Capital Management bought 120 Apollo Global Management shares in Q3 2026, an estimated $15.2K.
Apollo Global Management made up 0.01% of Chickasaw Capital Management's portfolio in Q3 2026, its #81 holding.
Chickasaw Capital Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 13 quarters since.
Chickasaw Capital Management's Apollo Global Management position peaked at $384K in Q4 2024.
43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.