HM Payson & Co’s Apollo Global Management APO Stock Holding History

HM Payson & Co’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	$13.6K	Hold	115	–	–	﹤0.01%	893
2026 Q1	$12.8K	Sell	115 -37	-24%	-$4.59K	﹤0.01%	891
2025 Q4	$22K	Buy	152 +37	+32%	+$4.91K	﹤0.01%	823
2025 Q3	$15.3K	Hold	115	–	–	﹤0.01%	870
2025 Q2	$16.3K	Hold	115	–	–	﹤0.01%	812
2025 Q1	$15.7K	Sell	115 -156	-58%	-$24K	﹤0.01%	822
2024 Q4	$44.8K	Buy	+271	New	+$42.9K	﹤0.01%	660
2023 Q2	–	Sell	-50	Closed	-$3.16K	–	998
2023 Q1	$3.16K	Hold	50	–	–	﹤0.01%	894
2022 Q4	$3.19K	Hold	50	–	–	﹤0.01%	833
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	902
2022 Q2	$2K	Sell	50 -893	-95%	-$48.6K	﹤0.01%	943
2022 Q1	$58K	Buy	+943	New	+$62K	﹤0.01%	572
2021 Q4	–	Sell	-393	Closed	-$24K	–	1077
2021 Q3	$24K	Hold	393	–	–	﹤0.01%	711
2021 Q2	$24K	Hold	393	–	–	﹤0.01%	706
2021 Q1	$18K	Hold	393	–	–	﹤0.01%	772
2020 Q4	$19K	Buy	+393	New	+$17.5K	﹤0.01%	773

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

HM Payson & Co's APO Position: Q2 2026 in Review

HM Payson & Co held its Apollo Global Management (APO) position steady in Q2 2026 at 115 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

HM Payson & Co first reported a position in APO in Q4 2020 and has held it in 16 quarters since. The position peaked at $58K in Q1 2022. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

HM Payson & Co held 115 shares of Apollo Global Management worth $13.6K as of Q2 2026.
HM Payson & Co left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #893 holding.
HM Payson & Co first reported a position in Apollo Global Management in Q4 2020 and has held it in 16 quarters since.
HM Payson & Co's Apollo Global Management position peaked at $58K in Q1 2022.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.