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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First National Trust's APO Position: Q1 2026 in Review

First National Trust reduced its Apollo Global Management (APO) stake by 0.16% in Q1 2026, selling an estimated $5.21K and leaving 26,605 shares worth $2.96M. The position accounts for 0.1% of the portfolio, ranked #154.

First National Trust first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.86M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

First National Trust held 26,605 shares of Apollo Global Management worth $2.96M as of Q1 2026.
First National Trust sold 42 Apollo Global Management shares in Q1 2026, an estimated $5.21K.
Apollo Global Management made up 0.1% of First National Trust's portfolio in Q1 2026, its #154 holding.
First National Trust first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
First National Trust's Apollo Global Management position peaked at $3.86M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.