M
APO icon

MOTCO’s Apollo Global Management APO Stock Holding History

MOTCO’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 		$6.23M Sell
52,691
-43,068
-45% -$5.42M 0.53% 61
2026
Q1 		$10.7M Buy
95,759
+3,721
+4% +$461K 0.99% 38
2025
Q4 		$13.3M Buy
92,038
+343
+0.4% +$45.6K 1.21% 20
2025
Q3 		$12.2M Buy
91,695
+921
+1% +$130K 1.12% 23
2025
Q2 		$13.2M Buy
90,774
+1,893
+2% +$251K 1.26% 19
2025
Q1 		$12.2M Sell
88,881
-2,050
-2% -$315K 1.29% 20
2024
Q4 		$15M Sell
90,931
-6,845
-7% -$1.08M 1.54% 7
2024
Q3 		$12.2M Sell
97,776
-8,815
-8% -$1.02M 1.22% 20
2024
Q2 		$12.6M Sell
106,591
-2,041
-2% -$232K 0.74% 34
2024
Q1 		$12.2M Sell
108,632
-6,788
-6% -$716K 0.73% 32
2023
Q4 		$10.8M Sell
115,420
-3,298
-3% -$291K 0.69% 37
2023
Q3 		$10.7M Sell
118,718
-8,034
-6% -$675K 0.73% 30
2023
Q2 		$9.74M Sell
126,752
-3,648
-3% -$244K 0.64% 43
2023
Q1 		$8.24M Sell
130,400
-1,439
-1% -$96.4K 0.56% 55
2022
Q4 		$8.41M Sell
131,839
-502
-0.4% -$29.8K 0.62% 47
2022
Q3 		$6.15M Buy
132,341
+3,949
+3% +$217K 0.49% 76
2022
Q2 		$6.22M Buy
128,392
+4,369
+4% +$238K 0.47% 82
2022
Q1 		$7.69M Buy
+124,023
New +$8.16M 0.5% 72

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

MOTCO's APO Position: Q2 2026 in Review

MOTCO reduced its Apollo Global Management (APO) stake by 45% in Q2 2026, selling an estimated $5.42M and leaving 52,691 shares worth $6.23M. The position accounts for 0.53% of the portfolio, ranked #61.

MOTCO first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $15M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • MOTCO held 52,691 shares of Apollo Global Management worth $6.23M as of Q2 2026.
  • MOTCO sold 43,068 Apollo Global Management shares in Q2 2026, an estimated $5.42M.
  • Apollo Global Management made up 0.53% of MOTCO's portfolio in Q2 2026, its #61 holding.
  • MOTCO first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • MOTCO's Apollo Global Management position peaked at $15M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.