Delta Asset Management’s Apollo Global Management APO Stock Holding History

Delta Asset 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 Q3	$267K	Hold	2,300	–	–	0.02%	139
2026 Q2	$272K	Hold	2,300	–	–	0.02%	139
2026 Q1	$256K	Hold	2,300	–	–	0.02%	137
2025 Q4	$333K	Hold	2,300	–	–	0.03%	120
2025 Q3	$307K	Hold	2,300	–	–	0.03%	125
2025 Q2	$326K	Hold	2,300	–	–	0.03%	120
2025 Q1	$315K	Hold	2,300	–	–	0.03%	116
2024 Q4	$380K	Hold	2,300	–	–	0.03%	108
2024 Q3	$287K	Hold	2,300	–	–	0.02%	128
2024 Q2	$272K	Hold	2,300	–	–	0.02%	126
2024 Q1	$259K	Hold	2,300	–	–	0.02%	129
2023 Q4	$214K	Hold	2,300	–	–	0.02%	137
2023 Q3	$206K	Hold	2,300	–	–	0.02%	134
2023 Q2	$177K	Hold	2,300	–	–	0.02%	144
2023 Q1	$145K	Sell	2,300 -163	-7%	-$10.9K	0.02%	147
2022 Q4	$157K	Buy	+2,463	New	+$146K	0.02%	139
2022 Q1	–	Sell	-2,463	Closed	-$178K	–	170
2021 Q4	$178K	Hold	2,463	–	–	0.02%	143
2021 Q3	$152K	Buy	+2,463	New	+$148K	0.01%	143

Other funds holding APO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Delta Asset Management's APO Position: Q3 2026 in Review

Delta Asset Management held its Apollo Global Management (APO) position steady in Q3 2026 at 2,300 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #139.

Delta Asset Management first reported a position in APO in Q3 2021 and has held it in 18 quarters since. The position peaked at $380K in Q4 2024. 690 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Delta Asset Management held 2,300 shares of Apollo Global Management worth $267K as of Q3 2026.
Delta Asset Management left its Apollo Global Management share count unchanged in Q3 2026.
Apollo Global Management made up 0.02% of Delta Asset Management's portfolio in Q3 2026, its #139 holding.
Delta Asset Management first reported a position in Apollo Global Management in Q3 2021 and has held it in 18 quarters since.
Delta Asset Management's Apollo Global Management position peaked at $380K in Q4 2024.
690 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Delta Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.