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Fiduciary Group’s Apollo Global Management APO Stock Holding History

Fiduciary Group’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 		$688K Hold
5,812
– – 0.05% 193
2026
Q1 		$648K Hold
5,812
– – 0.06% 187
2025
Q4 		$841K Sell
5,812
-456
-7% -$60.6K 0.07% 171
2025
Q3 		$835K Sell
6,268
-120
-2% -$17K 0.07% 171
2025
Q2 		$906K Buy
6,388
+80
+1% +$10.6K 0.09% 161
2025
Q1 		$864K Hold
6,308
– – 0.09% 163
2024
Q4 		$1.04M Sell
6,308
-816
-11% -$129K 0.1% 149
2024
Q3 		$890K Sell
7,124
-72
-1% -$8.31K 0.09% 156
2024
Q2 		$850K Sell
7,196
-90
-1% -$10.2K 0.09% 158
2024
Q1 		$819K Sell
7,286
-24
-0.3% -$2.53K 0.09% 151
2023
Q4 		$681K Sell
7,310
-85
-1% -$7.5K 0.08% 155
2023
Q3 		$664K Hold
7,395
– – 0.08% 137
2023
Q2 		$568K Sell
7,395
-480
-6% -$32.1K 0.07% 152
2023
Q1 		$497K Buy
7,875
+271
+4% +$18.1K 0.06% 157
2022
Q4 		$485K Sell
7,604
-78
-1% -$4.63K 0.06% 158
2022
Q3 		$493K Buy
7,682
+148
+2% +$8.13K 0.06% 155
2022
Q2 		$459K Hold
7,534
– – 0.06% 162
2022
Q1 		$384K Buy
7,534
+2,574
+52% +$169K 0.05% 169
2021
Q4 		$359K Buy
4,960
+285
+6% +$20.6K 0.04% 181
2021
Q3 		$373K Buy
4,675
+150
+3% +$9.02K 0.04% 177
2021
Q2 		$276K Buy
4,525
+725
+19% +$40.2K 0.03% 199
2021
Q1 		$210K Buy
+3,800
New +$185K 0.03% 220

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

Fiduciary Group's APO Position: Q2 2026 in Review

Fiduciary Group held its Apollo Global Management (APO) position steady in Q2 2026 at 5,812 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #193.

Fiduciary Group first reported a position in APO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Fiduciary Group held 5,812 shares of Apollo Global Management worth $688K as of Q2 2026.
  • Fiduciary Group left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.05% of Fiduciary Group's portfolio in Q2 2026, its #193 holding.
  • Fiduciary Group first reported a position in Apollo Global Management in Q1 2021 and has held it in 22 quarters since.
  • Fiduciary Group's Apollo Global Management position peaked at $1.04M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.