Cumberland Partners’s Apollo Global Management APO Stock Holding History

Cumberland Partners’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
2025 Q2	–	Sell	-23,000	Closed	-$3.15M	–	172
2025 Q1	$3.15M	Buy	+23,000	New	+$3.54M	0.24%	69
2024 Q3	–	Sell	-23,000	Closed	-$2.72M	–	180
2024 Q2	$2.72M	Hold	23,000	–	–	0.2%	77
2024 Q1	$2.59M	Sell	23,000 -1,000	-4%	-$106K	0.19%	83
2023 Q4	$2.24M	Hold	24,000	–	–	0.2%	82
2023 Q3	$2.15M	Buy	24,000 +7,000	+41%	+$588K	0.21%	84
2023 Q2	$1.31M	Buy	17,000 +5,750	+51%	+$384K	0.12%	111
2023 Q1	$711K	Buy	+11,250	New	+$753K	0.07%	121

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Cumberland Partners's APO Position: Q2 2025 in Review

Cumberland Partners sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 23,000 shares — an estimated $3.15M sold.

Cumberland Partners first reported a position in APO in Q1 2023 and held it in 7 quarters. The position peaked at $3.15M in Q1 2025. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Cumberland Partners reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Cumberland Partners sold 23,000 Apollo Global Management shares in Q2 2025, an estimated $3.15M.
Cumberland Partners first reported a position in Apollo Global Management in Q1 2023 and held it in 7 quarters.
Cumberland Partners's Apollo Global Management position peaked at $3.15M in Q1 2025.
1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.