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Fiduciary Trust’s Apollo Global Management APO Stock Holding History

Fiduciary 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
Q1 		$245K Buy
+2,200
New +$273K ﹤0.01% 795
2025
Q4 		– Sell
-2,192
Closed -$292K – 858
2025
Q3 		$292K Buy
2,192
+198
+10% +$28K ﹤0.01% 718
2025
Q2 		$283K Buy
1,994
+112
+6% +$14.9K ﹤0.01% 699
2025
Q1 		$258K Buy
1,882
+393
+26% +$60.4K ﹤0.01% 706
2024
Q4 		$246K Buy
+1,489
New +$236K ﹤0.01% 621

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiduciary Trust's APO Position: Q1 2026 in Review

Fiduciary Trust opened a new position in Apollo Global Management (APO) in Q1 2026: 2,200 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in APO as recently as Q3 2025.

Fiduciary Trust first reported a position in APO in Q4 2024 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Fiduciary Trust held 2,200 shares of Apollo Global Management worth $245K as of Q1 2026.
  • Apollo Global Management was a new Fiduciary Trust position in Q1 2026.
  • Apollo Global Management made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #795 holding.
  • Fiduciary Trust first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
  • Fiduciary Trust's Apollo Global Management position peaked at $292K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.