Leavell Investment Management’s Apollo Global Management APO Stock Holding History

Leavell Investment 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	–	Sell	-2,250	Closed	-$251K	–	635
2026 Q1	$251K	Sell	2,250 -4,250	-65%	-$527K	0.01%	555
2025 Q4	$941K	Buy	6,500 +450	+7%	+$59.8K	0.04%	303
2025 Q3	$806K	Sell	6,050 -200	-3%	-$28.3K	0.03%	330
2025 Q2	$887K	Buy	6,250 +2,300	+58%	+$305K	0.04%	316
2025 Q1	$541K	Sell	3,950 -2,200	-36%	-$338K	0.03%	367
2024 Q4	$1.02M	Buy	6,150 +1,750	+40%	+$277K	0.05%	279
2024 Q3	$550K	Buy	4,400 +200	+5%	+$23.1K	0.03%	370
2024 Q2	$496K	Hold	4,200	–	–	0.03%	358
2024 Q1	$472K	Buy	4,200 +300	+8%	+$31.7K	0.03%	358
2023 Q4	$363K	Buy	+3,900	New	+$344K	0.02%	373

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Leavell Investment Management's APO Position: Q2 2026 in Review

Leavell Investment Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 2,250 shares — an estimated $251K sold.

Leavell Investment Management first reported a position in APO in Q4 2023 and held it in 10 quarters. The position peaked at $1.02M in Q4 2024. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Leavell Investment Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
Leavell Investment Management sold 2,250 Apollo Global Management shares in Q2 2026, an estimated $251K.
Leavell Investment Management first reported a position in Apollo Global Management in Q4 2023 and held it in 10 quarters.
Leavell Investment Management's Apollo Global Management position peaked at $1.02M in Q4 2024.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.