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

Merrion 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	$692K	Hold	5,850	–	–	0.33%	60
2026 Q1	$652K	Sell	5,850 -1,000	-15%	-$124K	0.35%	59
2025 Q4	$992K	Hold	6,850	–	–	0.53%	42
2025 Q3	$913K	Hold	6,850	–	–	0.52%	39
2025 Q2	$972K	Buy	6,850 +775	+13%	+$103K	0.63%	37
2025 Q1	$832K	Sell	6,075 -500	-8%	-$76.9K	0.6%	41
2024 Q4	$1.09M	Hold	6,575	–	–	0.76%	29
2024 Q3	$821K	Hold	6,575	–	–	0.54%	39
2024 Q2	$776K	Sell	6,575 -30	-0.5%	-$3.4K	0.53%	40
2024 Q1	$743K	Sell	6,605 -250	-4%	-$26.4K	0.53%	42
2023 Q4	$639K	Hold	6,855	–	–	0.5%	40
2023 Q3	$615K	Sell	6,855 -45	-0.7%	-$3.78K	0.53%	38
2023 Q2	$530K	Hold	6,900	–	–	0.45%	47
2023 Q1	$436K	Hold	6,900	–	–	0.42%	46
2022 Q4	$440K	Hold	6,900	–	–	0.41%	48
2022 Q3	$320K	Hold	6,900	–	–	0.32%	60
2022 Q2	$335K	Hold	6,900	–	–	0.32%	62
2022 Q1	$427K	Hold	6,900	–	–	0.31%	62
2021 Q4	$499K	Hold	6,900	–	–	0.37%	56
2021 Q3	$424K	Hold	6,900	–	–	0.32%	63
2021 Q2	$429K	Hold	6,900	–	–	0.33%	60
2021 Q1	$324K	Hold	6,900	–	–	0.27%	65
2020 Q4	$338K	Buy	+6,900	New	+$308K	0.29%	61

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Merrion Investment Management held its Apollo Global Management (APO) position steady in Q2 2026 at 5,850 shares worth $692K. The position accounts for 0.33% of the portfolio, ranked #60.

Merrion Investment Management first reported a position in APO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Merrion Investment Management held 5,850 shares of Apollo Global Management worth $692K as of Q2 2026.
Merrion Investment Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.33% of Merrion Investment Management's portfolio in Q2 2026, its #60 holding.
Merrion Investment Management first reported a position in Apollo Global Management in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's Apollo Global Management position peaked at $1.09M in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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