MB, Levis & Associates’s Apollo Global Management APO Stock Holding History

MB, Levis & Associates’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 Q3	$11.6K	Hold	100	–	–	﹤0.01%	158
2026 Q2	$11.8K	Hold	100	–	–	﹤0.01%	166
2026 Q1	$11.1K	Hold	100	–	–	﹤0.01%	161
2025 Q4	$14.5K	Hold	100	–	–	0.01%	154
2025 Q3	$13.3K	Hold	100	–	–	0.01%	154
2025 Q2	$14.2K	Hold	100	–	–	0.01%	179
2025 Q1	$13.7K	Hold	100	–	–	0.01%	175
2024 Q4	$16.5K	Hold	100	–	–	0.01%	166
2024 Q3	$12.5K	Hold	100	–	–	0.01%	182
2024 Q2	$11.8K	Hold	100	–	–	0.01%	182
2024 Q1	$11.2K	Hold	100	–	–	0.01%	183
2023 Q4	$9.32K	Hold	100	–	–	0.01%	190
2023 Q3	$8.98K	Hold	100	–	–	0.01%	199
2023 Q2	$7.68K	Hold	100	–	–	﹤0.01%	206
2023 Q1	$6.32K	Hold	100	–	–	﹤0.01%	212
2022 Q4	$6.38K	Buy	+100	New	+$5.94K	0.01%	200

Other funds holding APO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

MB, Levis & Associates's APO Position: Q3 2026 in Review

MB, Levis & Associates held its Apollo Global Management (APO) position steady in Q3 2026 at 100 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

MB, Levis & Associates first reported a position in APO in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.5K in Q4 2024. 621 funds tracked by Wall St. Rank hold APO as of Q3 2026.

MB, Levis & Associates held 100 shares of Apollo Global Management worth $11.6K as of Q3 2026.
MB, Levis & Associates left its Apollo Global Management share count unchanged in Q3 2026.
Apollo Global Management made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #158 holding.
MB, Levis & Associates first reported a position in Apollo Global Management in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Apollo Global Management position peaked at $16.5K in Q4 2024.
621 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.