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Coastline Trust’s Apollo Global Management APO Stock Holding History

Coastline 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 		$143K Sell
1,282
-382
-23% -$47.3K 0.01% 220
2025
Q4 		$241K Sell
1,664
-800
-32% -$106K 0.02% 195
2025
Q3 		$328K Buy
2,464
+129
+6% +$18.3K 0.04% 170
2025
Q2 		$331K Sell
2,335
-14,714
-86% -$1.95M 0.04% 171
2025
Q1 		$2.33M Buy
17,049
+380
+2% +$58.4K 0.29% 70
2024
Q4 		$2.75M Buy
+16,669
New +$2.64M 0.32% 65

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Coastline Trust's APO Position: Q1 2026 in Review

Coastline Trust reduced its Apollo Global Management (APO) stake by 23% in Q1 2026, selling an estimated $47.3K and leaving 1,282 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #220.

Coastline Trust first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Coastline Trust held 1,282 shares of Apollo Global Management worth $143K as of Q1 2026.
  • Coastline Trust sold 382 Apollo Global Management shares in Q1 2026, an estimated $47.3K.
  • Apollo Global Management made up 0.01% of Coastline Trust's portfolio in Q1 2026, its #220 holding.
  • Coastline Trust first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
  • Coastline Trust's Apollo Global Management position peaked at $2.75M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Coastline Trust's 13F filing for Q1 2026, filed 3 Apr 2026.