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Kimelman & Baird’s Apollo Global Management APO Stock Holding History

Kimelman & Baird’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
2025
Q3 		– Sell
-112
Closed -$15.9K – 310
2025
Q2 		$15.9K Hold
112
– – ﹤0.01% 240
2025
Q1 		$15.3K Hold
112
– – ﹤0.01% 243
2024
Q4 		$18.5K Hold
112
– – ﹤0.01% 239
2024
Q3 		$14K Hold
112
– – ﹤0.01% 252
2024
Q2 		$13.2K Buy
+112
New +$12.7K ﹤0.01% 259

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Kimelman & Baird's APO Position: Q3 2025 in Review

Kimelman & Baird sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 112 shares — an estimated $15.9K sold.

Kimelman & Baird first reported a position in APO in Q2 2024 and held it in 5 quarters. The position peaked at $18.5K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Kimelman & Baird reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • Kimelman & Baird sold 112 Apollo Global Management shares in Q3 2025, an estimated $15.9K.
  • Kimelman & Baird first reported a position in Apollo Global Management in Q2 2024 and held it in 5 quarters.
  • Kimelman & Baird's Apollo Global Management position peaked at $18.5K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.