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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
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 $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

MOTCO's APO Position: Q1 2026 in Review

MOTCO increased its Apollo Global Management (APO) stake by 4% in Q1 2026, buying an estimated $461K and bringing the position to 95,759 shares worth $10.7M. The position accounts for 0.99% of the portfolio, ranked #38.

MOTCO first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $15M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • MOTCO held 95,759 shares of Apollo Global Management worth $10.7M as of Q1 2026.
  • MOTCO bought 3,721 Apollo Global Management shares in Q1 2026, an estimated $461K.
  • Apollo Global Management made up 0.99% of MOTCO's portfolio in Q1 2026, its #38 holding.
  • MOTCO first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
  • MOTCO's Apollo Global Management position peaked at $15M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.