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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
Q2 		$322K Buy
2,719
+519
+24% +$65.3K ﹤0.01% 731
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 $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 $3.38T AUM 44.17% 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 Trust's APO Position: Q2 2026 in Review

Fiduciary Trust increased its Apollo Global Management (APO) stake by 24% in Q2 2026, buying an estimated $65.3K and bringing the position to 2,719 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Fiduciary Trust first reported a position in APO in Q4 2024 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Fiduciary Trust held 2,719 shares of Apollo Global Management worth $322K as of Q2 2026.
  • Fiduciary Trust bought 519 Apollo Global Management shares in Q2 2026, an estimated $65.3K.
  • Apollo Global Management made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #731 holding.
  • Fiduciary Trust first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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