Forum Financial Management’s Apollo Global Management APO Stock Holding History

Forum Financial Management’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	$2.48M	Sell	20,923 -980	-4%	-$123K	0.03%	82
2026 Q1	$2.44M	Buy	21,903 +16,086	+277%	+$1.99M	0.03%	77
2025 Q4	$842K	Buy	5,817 +563	+11%	+$74.8K	0.01%	295
2025 Q3	$700K	Buy	5,254 +112	+2%	+$15.9K	0.01%	331
2025 Q2	$729K	Hold	5,142	–	–	0.01%	290
2025 Q1	$704K	Sell	5,142 -1	-0%	-$154	0.01%	272
2024 Q4	$849K	Buy	5,143 +1	+0%	+$158	0.01%	230
2024 Q3	$642K	Buy	5,142 +1	+0%	+$115	0.01%	265
2024 Q2	$607K	Buy	5,141 +2	+0%	+$227	0.01%	256
2024 Q1	$578K	Hold	5,139	–	–	0.01%	284
2023 Q4	$479K	Hold	5,139	–	–	0.01%	300
2023 Q3	$461K	Hold	5,139	–	–	0.01%	300
2023 Q2	$395K	Sell	5,139 -2	-0%	-$134	0.01%	352
2023 Q1	$325K	Buy	5,141 +146	+3%	+$9.78K	0.01%	378
2022 Q4	$319K	Sell	4,995 -165	-3%	-$9.8K	0.01%	373
2022 Q3	$240K	Sell	5,160 -333	-6%	-$18.3K	0.01%	428
2022 Q2	$266K	Hold	5,493	–	–	0.01%	398
2022 Q1	$340K	Buy	+5,493	New	+$361K	0.02%	340

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Forum Financial Management's APO Position: Q2 2026 in Review

Forum Financial Management reduced its Apollo Global Management (APO) stake by 4.5% in Q2 2026, selling an estimated $123K and leaving 20,923 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #82.

Forum Financial Management first reported a position in APO in Q1 2022 and has held it in 18 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Forum Financial Management held 20,923 shares of Apollo Global Management worth $2.48M as of Q2 2026.
Forum Financial Management sold 980 Apollo Global Management shares in Q2 2026, an estimated $123K.
Apollo Global Management made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #82 holding.
Forum Financial Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.