Hazlett, Burt & Watson’s Apollo Global Management APO Stock Holding History

Hazlett, Burt & Watson’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 Q3	$13K	Sell	116 -33	-22%	-$4.19K	﹤0.01%	657
2026 Q2	$17K	Sell	149 -103	-41%	-$13K	﹤0.01%	615
2026 Q1	$28K	Sell	252 -31	-11%	-$3.84K	0.01%	537
2025 Q4	$41K	Sell	283 -63	-18%	-$8.37K	0.01%	472
2025 Q3	$45K	Buy	346 +66	+24%	+$9.34K	0.02%	439
2025 Q2	$39K	Buy	280 +11	+4%	+$1.46K	0.02%	410
2025 Q1	$37K	Hold	269	–	–	0.02%	391
2024 Q4	$44K	Hold	269	–	–	0.02%	372
2024 Q3	$34K	Sell	269 -169	-39%	-$19.5K	0.02%	399
2024 Q2	$51K	Hold	438	–	–	0.03%	332
2024 Q1	$49K	Hold	438	–	–	0.03%	328
2023 Q4	$41K	Hold	438	–	–	0.03%	333
2023 Q3	$40K	Hold	438	–	–	0.03%	330
2023 Q2	$34K	Hold	438	–	–	0.03%	350
2023 Q1	$27K	Buy	438 +2	+0.5%	+$134	0.02%	354
2022 Q4	$28K	Buy	436 +2	+0.5%	+$119	0.02%	339
2022 Q3	$20K	Buy	434 +2	+0.5%	+$110	0.02%	372
2022 Q2	$21K	Sell	432 -147	-25%	-$8K	0.02%	371
2022 Q1	$36K	Buy	+579	New	+$38.1K	0.03%	318

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hazlett, Burt & Watson's APO Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Apollo Global Management (APO) stake by 22% in Q3 2026, selling an estimated $4.19K and leaving 116 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Hazlett, Burt & Watson first reported a position in APO in Q1 2022 and has held it in 19 quarters since. The position peaked at $51K in Q2 2024. 631 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Hazlett, Burt & Watson held 116 shares of Apollo Global Management worth $13K as of Q3 2026.
Hazlett, Burt & Watson sold 33 Apollo Global Management shares in Q3 2026, an estimated $4.19K.
Apollo Global Management made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #657 holding.
Hazlett, Burt & Watson first reported a position in Apollo Global Management in Q1 2022 and has held it in 19 quarters since.
Hazlett, Burt & Watson's Apollo Global Management position peaked at $51K in Q2 2024.
631 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.