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Colonial Trust’s Apollo Global Management APO Stock Holding History

Colonial 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 		$43.6K Buy
369
+147
+66% +$18.5K 0.01% 544
2026
Q1 		$24.4K Sell
222
-109
-33% -$13.5K ﹤0.01% 641
2025
Q4 		$47.9K Buy
331
+11
+3% +$1.46K 0.01% 551
2025
Q3 		$42.6K Buy
320
+16
+5% +$2.27K 0.01% 575
2025
Q2 		$43.1K Buy
304
+33
+12% +$4.38K 0.01% 565
2025
Q1 		$37.1K Sell
271
-79
-23% -$12.1K 0.01% 591
2024
Q4 		$57.8K Buy
350
+79
+29% +$12.5K 0.01% 548
2024
Q3 		$34.1K Hold
271
– – 0.01% 614
2024
Q2 		$32K Sell
271
-6
-2% -$681 0.01% 589
2024
Q1 		$31.5K Buy
277
+62
+29% +$6.54K 0.01% 583
2023
Q4 		$20.3K Sell
215
-185
-46% -$16.3K ﹤0.01% 630
2023
Q3 		$34.8K Buy
400
+80
+25% +$6.72K 0.01% 536
2023
Q2 		$24.3K Hold
320
– – 0.01% 570
2023
Q1 		$19.7K Buy
320
+25
+8% +$1.67K 0.01% 585
2022
Q4 		$18.8K Buy
+295
New +$17.5K 0.01% 578

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

Colonial Trust's APO Position: Q2 2026 in Review

Colonial Trust increased its Apollo Global Management (APO) stake by 66% in Q2 2026, buying an estimated $18.5K and bringing the position to 369 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #544.

Colonial Trust first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $57.8K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Colonial Trust held 369 shares of Apollo Global Management worth $43.6K as of Q2 2026.
  • Colonial Trust bought 147 Apollo Global Management shares in Q2 2026, an estimated $18.5K.
  • Apollo Global Management made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #544 holding.
  • Colonial Trust first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust's Apollo Global Management position peaked at $57.8K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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