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 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

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

Chickasaw Capital Management's APO Position: Q2 2026 in Review

Chickasaw Capital Management held its Apollo Global Management (APO) position steady in Q2 2026 at 2,543 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #85.

Chickasaw Capital Management first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $384K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Chickasaw Capital Management held 2,543 shares of Apollo Global Management worth $301K as of Q2 2026.
Chickasaw Capital Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.01% of Chickasaw Capital Management's portfolio in Q2 2026, its #85 holding.
Chickasaw Capital Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Chickasaw Capital Management's Apollo Global Management position peaked at $384K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.