Morton Community Bank’s Apollo Global Management APO Stock Holding History

Morton Community Bank’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	$4.35M	Buy	39,050 +1,000	+3%	+$124K	0.95%	49
2025 Q4	$5.12M	Buy	38,050 +500	+1%	+$66.4K	1.11%	27
2025 Q3	$4.67M	Buy	37,550 +765	+2%	+$108K	1.08%	28
2025 Q2	$5.22M	Buy	36,785 +615	+2%	+$81.6K	1.3%	19
2025 Q1	$4.95M	Sell	36,170 -2,155	-6%	-$331K	1.3%	17
2024 Q4	$6.33M	Sell	38,325 -2,319	-6%	-$367K	1.67%	5
2024 Q3	$5.08M	Sell	40,644 -1,452	-3%	-$168K	1.33%	12
2024 Q2	$4.97M	Sell	42,096 -49	-0.1%	-$5.56K	1.4%	10
2024 Q1	$4.74M	Buy	42,145 +55	+0.1%	+$5.8K	1.36%	14
2023 Q4	$3.92M	Buy	+42,090	New	+$3.72M	1.28%	17

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morton Community Bank's APO Position: Q1 2026 in Review

Morton Community Bank increased its Apollo Global Management (APO) stake by 2.6% in Q1 2026, buying an estimated $124K and bringing the position to 39,050 shares worth $4.35M. The position accounts for 0.95% of the portfolio, ranked #49.

Morton Community Bank first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Morton Community Bank held 39,050 shares of Apollo Global Management worth $4.35M as of Q1 2026.
Morton Community Bank bought 1,000 Apollo Global Management shares in Q1 2026, an estimated $124K.
Apollo Global Management made up 0.95% of Morton Community Bank's portfolio in Q1 2026, its #49 holding.
Morton Community Bank first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Apollo Global Management position peaked at $6.33M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.