Colonial Trust Advisors’s Apollo Global Management APO Stock Holding History

Colonial Trust Advisors’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	$2.37K	Hold	20	–	–	﹤0.01%	724
2026 Q1	$2.23K	Hold	20	–	–	﹤0.01%	657
2025 Q4	$2.9K	Hold	20	–	–	﹤0.01%	621
2025 Q3	$2.67K	Hold	20	–	–	﹤0.01%	613
2025 Q2	$2.84K	Hold	20	–	–	﹤0.01%	626
2025 Q1	$2.74K	Hold	20	–	–	﹤0.01%	608
2024 Q4	$3.3K	Hold	20	–	–	﹤0.01%	596
2024 Q3	$2.5K	Hold	20	–	–	﹤0.01%	671
2024 Q2	$2.36K	Hold	20	–	–	﹤0.01%	669
2024 Q1	$2.25K	Hold	20	–	–	﹤0.01%	788
2023 Q4	$1.86K	Hold	20	–	–	﹤0.01%	718
2023 Q3	$1.79K	Sell	20 -5	-20%	-$420	﹤0.01%	734
2023 Q2	$1.92K	Hold	25	–	–	﹤0.01%	747
2023 Q1	$1.58K	Hold	25	–	–	﹤0.01%	751
2022 Q4	$1.59K	Buy	+25	New	+$1.49K	﹤0.01%	753

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Colonial Trust Advisors's APO Position: Q2 2026 in Review

Colonial Trust Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 20 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Colonial Trust Advisors first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.3K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Colonial Trust Advisors held 20 shares of Apollo Global Management worth $2.37K as of Q2 2026.
Colonial Trust Advisors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #724 holding.
Colonial Trust Advisors first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Apollo Global Management position peaked at $3.3K in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.