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Locust Wood Capital Advisers’s Apollo Global Management APO Stock Holding History

Locust Wood Capital Advisers’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 		– Sell
-336,837
Closed -$48.8M – 32
2025
Q4 		$48.8M Sell
336,837
-64,137
-16% -$8.52M 1.18% 31
2025
Q3 		$53.4M Sell
400,974
-46,262
-10% -$6.55M 1.33% 26
2025
Q2 		$63.4M Buy
447,236
+15,916
+4% +$2.11M 1.69% 25
2025
Q1 		$59.1M Sell
431,320
-61,429
-12% -$9.45M 1.87% 24
2024
Q4 		$81.4M Sell
492,749
-290,263
-37% -$46M 2.81% 19
2024
Q3 		$97.8M Sell
783,012
-135,527
-15% -$15.6M 3.27% 14
2024
Q2 		$108M Sell
918,539
-56,956
-6% -$6.46M 3.88% 10
2024
Q1 		$110M Sell
975,495
-159,108
-14% -$16.8M 3.93% 9
2023
Q4 		$106M Sell
1,134,603
-36,035
-3% -$3.18M 4.02% 9
2023
Q3 		$105M Buy
1,170,638
+143,876
+14% +$12.1M 4.47% 4
2023
Q2 		$78.9M Buy
1,026,762
+61,900
+6% +$4.14M 3.66% 7
2023
Q1 		$60.9M Buy
964,862
+65,190
+7% +$4.37M 3.57% 7
2022
Q4 		$57.4M Buy
899,672
+39,511
+5% +$2.35M 3.22% 12
2022
Q3 		$40M Sell
860,161
-10,170
-1% -$559K 2.76% 16
2022
Q2 		$42.2M Buy
870,331
+63,437
+8% +$3.45M 2.61% 18
2022
Q1 		$50M Buy
806,894
+454,004
+129% +$29.9M 2.74% 16
2021
Q4 		$25.6M Buy
+352,890
New +$25.5M 1.28% 31

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Locust Wood Capital Advisers's APO Position: Q1 2026 in Review

Locust Wood Capital Advisers sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 336,837 shares — an estimated $48.8M sold.

Locust Wood Capital Advisers first reported a position in APO in Q4 2021 and held it in 17 quarters. The position peaked at $110M in Q1 2024. 1,134 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Locust Wood Capital Advisers reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 336,837 Apollo Global Management shares in Q1 2026, an estimated $48.8M.
  • Locust Wood Capital Advisers first reported a position in Apollo Global Management in Q4 2021 and held it in 17 quarters.
  • Locust Wood Capital Advisers's Apollo Global Management position peaked at $110M in Q1 2024.
  • 1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q1 2026, filed 11 May 2026.