First National Trust’s Apollo Global Management APO Stock Holding History

First National 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	$2.77M	Sell	23,415 -3,190	-12%	-$401K	0.09%	150
2026 Q1	$2.96M	Sell	26,605 -42	-0.2%	-$5.21K	0.1%	154
2025 Q4	$3.86M	Buy	26,647 +1,015	+4%	+$135K	0.13%	137
2025 Q3	$3.42M	Buy	25,632 +1,205	+5%	+$171K	0.12%	148
2025 Q2	$3.47M	Buy	24,427 +1,867	+8%	+$248K	0.13%	143
2025 Q1	$3.09M	Buy	+22,560	New	+$3.47M	0.12%	141

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

First National Trust's APO Position: Q2 2026 in Review

First National Trust reduced its Apollo Global Management (APO) stake by 12% in Q2 2026, selling an estimated $401K and leaving 23,415 shares worth $2.77M. The position accounts for 0.09% of the portfolio, ranked #150.

First National Trust first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

First National Trust held 23,415 shares of Apollo Global Management worth $2.77M as of Q2 2026.
First National Trust sold 3,190 Apollo Global Management shares in Q2 2026, an estimated $401K.
Apollo Global Management made up 0.09% of First National Trust's portfolio in Q2 2026, its #150 holding.
First National Trust first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
First National Trust's Apollo Global Management position peaked at $3.86M in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.