Montag & Associates’s Apollo Global Management APO Stock Holding History

Montag & 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 Q2	–	Sell	-409	Closed	-$45.6K	–	957
2026 Q1	$45.6K	Hold	409	–	–	﹤0.01%	599
2025 Q4	$59.2K	Sell	409 -391	-49%	-$51.9K	﹤0.01%	576
2025 Q3	$107K	Hold	800	–	–	﹤0.01%	481
2025 Q2	$113K	Hold	800	–	–	0.01%	462
2025 Q1	$110K	Hold	800	–	–	0.01%	492
2024 Q4	$132K	Hold	800	–	–	0.01%	465
2024 Q3	$99.9K	Hold	800	–	–	﹤0.01%	500
2024 Q2	$94.5K	Hold	800	–	–	﹤0.01%	497
2024 Q1	$90K	Hold	800	–	–	﹤0.01%	499
2023 Q4	$74.6K	Hold	800	–	–	﹤0.01%	510
2023 Q3	$71.8K	Hold	800	–	–	﹤0.01%	492
2023 Q2	$61.4K	Hold	800	–	–	﹤0.01%	533
2023 Q1	$50.5K	Hold	800	–	–	﹤0.01%	551
2022 Q4	$51K	Hold	800	–	–	﹤0.01%	543
2022 Q3	$37K	Hold	800	–	–	﹤0.01%	580
2022 Q2	$39K	Hold	800	–	–	﹤0.01%	562
2022 Q1	$50K	Buy	+800	New	+$52.6K	﹤0.01%	558
2021 Q4	–	Sell	-800	Closed	-$49K	–	858
2021 Q3	$49K	Hold	800	–	–	﹤0.01%	565
2021 Q2	$50K	Hold	800	–	–	﹤0.01%	552
2021 Q1	$38K	Hold	800	–	–	﹤0.01%	587
2020 Q4	$39K	Buy	+800	New	+$35.7K	﹤0.01%	566

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 $3.38T AUM 44.17% 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

Montag & Associates's APO Position: Q2 2026 in Review

Montag & Associates sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 409 shares — an estimated $45.6K sold.

Montag & Associates first reported a position in APO in Q4 2020 and held it in 21 quarters. The position peaked at $132K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Montag & Associates reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
Montag & Associates sold 409 Apollo Global Management shares in Q2 2026, an estimated $45.6K.
Montag & Associates first reported a position in Apollo Global Management in Q4 2020 and held it in 21 quarters.
Montag & Associates's Apollo Global Management position peaked at $132K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.