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Moors & Cabot’s Apollo Global Management APO Stock Holding History

Moors & Cabot’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 		$1.26M Sell
11,286
-2,325
-17% -$288K 0.05% 317
2025
Q4 		$1.97M Buy
13,611
+24
+0.2% +$3.19K 0.08% 209
2025
Q3 		$1.81M Sell
13,587
-1,970
-13% -$279K 0.08% 225
2025
Q2 		$2.21M Buy
15,557
+2,931
+23% +$389K 0.1% 187
2025
Q1 		$1.73M Buy
12,626
+400
+3% +$61.5K 0.09% 204
2024
Q4 		$2.02M Sell
12,226
-2,282
-16% -$361K 0.1% 179
2024
Q3 		$1.81M Buy
14,508
+1,087
+8% +$125K 0.09% 207
2024
Q2 		$1.58M Buy
13,421
+176
+1% +$20K 0.08% 214
2024
Q1 		$1.49M Buy
13,245
+340
+3% +$35.9K 0.08% 231
2023
Q4 		$1.2M Buy
12,905
+197
+2% +$17.4K 0.07% 251
2023
Q3 		$1.14M Buy
12,708
+96
+0.8% +$8.07K 0.08% 237
2023
Q2 		$969K Buy
12,612
+406
+3% +$27.1K 0.06% 274
2023
Q1 		$771K Buy
12,206
+197
+2% +$13.2K 0.05% 315
2022
Q4 		$766K Buy
12,009
+647
+6% +$38.4K 0.05% 325
2022
Q3 		$528K Buy
11,362
+33
+0.3% +$1.81K 0.04% 378
2022
Q2 		$549K Sell
11,329
-344
-3% -$18.7K 0.04% 386
2022
Q1 		$724K Buy
+11,673
New +$768K 0.04% 367
2021
Q4 		– Sell
-7,650
Closed -$469K – 903
2021
Q3 		$469K Buy
7,650
+650
+9% +$39.1K 0.03% 459
2021
Q2 		$435K Buy
7,000
+850
+14% +$47.1K 0.03% 457
2021
Q1 		$289K Buy
6,150
+1,000
+19% +$48.7K 0.02% 548
2020
Q4 		$252K Buy
5,150
+150
+3% +$6.7K 0.02% 573
2020
Q3 		$224K Sell
5,000
-580
-10% -$27.9K 0.02% 561
2020
Q2 		$279K Buy
+5,580
New +$245K 0.03% 464
2020
Q1 		– Sell
-5,000
Closed -$239K – 598
2019
Q4 		$239K Buy
+5,000
New +$213K 0.02% 515
2018
Q1 		– Sell
-6,000
Closed -$200K – 581
2017
Q4 		$200K Buy
+6,000
New +$188K 0.03% 526

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Moors & Cabot's APO Position: Q1 2026 in Review

Moors & Cabot reduced its Apollo Global Management (APO) stake by 17% in Q1 2026, selling an estimated $288K and leaving 11,286 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #317.

Moors & Cabot first reported a position in APO in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.21M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Moors & Cabot held 11,286 shares of Apollo Global Management worth $1.26M as of Q1 2026.
  • Moors & Cabot sold 2,325 Apollo Global Management shares in Q1 2026, an estimated $288K.
  • Apollo Global Management made up 0.05% of Moors & Cabot's portfolio in Q1 2026, its #317 holding.
  • Moors & Cabot first reported a position in Apollo Global Management in Q4 2017 and has held it in 25 quarters since.
  • Moors & Cabot's Apollo Global Management position peaked at $2.21M in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.