Islay Capital Management’s Apollo Global Management APO Stock Holding History

Islay Capital 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 Q1	$822K	Sell	7,374 -2,678	-27%	-$332K	0.42%	54
2025 Q4	$1.46M	Sell	10,052 -190	-2%	-$25.2K	0.86%	36
2025 Q3	$1.36M	Buy	10,242 +2,284	+29%	+$323K	0.78%	38
2025 Q2	$1.13M	Buy	7,958 +235	+3%	+$31.2K	0.73%	43
2025 Q1	$1.06M	Sell	7,723 -314	-4%	-$48.3K	0.71%	51
2024 Q4	$1.33M	Buy	8,037 +375	+5%	+$59.4K	0.92%	32
2024 Q3	$957K	Hold	7,662	–	–	0.64%	52
2024 Q2	$905K	Sell	7,662 -14	-0.2%	-$1.59K	0.65%	53
2024 Q1	$863K	Hold	7,676	–	–	0.64%	56
2023 Q4	$715K	Buy	7,676 +3,816	+99%	+$337K	0.55%	61
2023 Q3	$346K	Hold	3,860	–	–	0.29%	82
2023 Q2	$296K	Hold	3,860	–	–	0.26%	84
2023 Q1	$244K	Hold	3,860	–	–	0.24%	89
2022 Q4	$246K	Hold	3,860	–	–	0.28%	84
2022 Q3	$179K	Hold	3,860	–	–	0.21%	94
2022 Q2	$187K	Hold	3,860	–	–	0.19%	70
2022 Q1	$239K	Sell	3,860 -1,000	-21%	-$65.8K	0.2%	71
2021 Q4	$352K	Hold	4,860	–	–	0.27%	60
2021 Q3	$299K	Hold	4,860	–	–	0.23%	65
2021 Q2	$302K	Hold	4,860	–	–	0.24%	64
2021 Q1	$228K	Hold	4,860	–	–	0.19%	68
2020 Q4	$238K	Hold	4,860	–	–	0.21%	62
2020 Q3	$217K	Hold	4,860	–	–	0.22%	62
2020 Q2	$243K	Hold	4,860	–	–	0.28%	55
2020 Q1	$163K	Hold	4,860	–	–	0.21%	59
2019 Q4	$232K	Buy	+4,860	New	+$207K	0.22%	68

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

Islay Capital Management's APO Position: Q1 2026 in Review

Islay Capital Management reduced its Apollo Global Management (APO) stake by 27% in Q1 2026, selling an estimated $332K and leaving 7,374 shares worth $822K. The position accounts for 0.42% of the portfolio, ranked #54.

Islay Capital Management first reported a position in APO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.46M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Islay Capital Management held 7,374 shares of Apollo Global Management worth $822K as of Q1 2026.
Islay Capital Management sold 2,678 Apollo Global Management shares in Q1 2026, an estimated $332K.
Apollo Global Management made up 0.42% of Islay Capital Management's portfolio in Q1 2026, its #54 holding.
Islay Capital Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 26 quarters since.
Islay Capital Management's Apollo Global Management position peaked at $1.46M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.