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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
Q2 		$4.66M Buy
39,395
+345
+0.9% +$43.4K 0.95% 43
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Morton Community Bank's APO Position: Q2 2026 in Review

Morton Community Bank increased its Apollo Global Management (APO) stake by 0.88% in Q2 2026, buying an estimated $43.4K and bringing the position to 39,395 shares worth $4.66M. The position accounts for 0.95% of the portfolio, ranked #43.

Morton Community Bank first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.33M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Morton Community Bank held 39,395 shares of Apollo Global Management worth $4.66M as of Q2 2026.
  • Morton Community Bank bought 345 Apollo Global Management shares in Q2 2026, an estimated $43.4K.
  • Apollo Global Management made up 0.95% of Morton Community Bank's portfolio in Q2 2026, its #43 holding.
  • Morton Community Bank first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Apollo Global Management position peaked at $6.33M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.