National Philanthropic Trust’s Apollo Global Management APO Stock Holding History

National Philanthropic Trust’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	$1.08B	Buy	9,138,579 +133,266	+1%	+$16.8M	15.63%	2
2026 Q1	$1B	Sell	9,005,313 -7,424	-0.1%	-$920K	10.69%	3
2025 Q4	$1.3B	Buy	9,012,737 +11,769	+0.1%	+$1.56M	12.88%	2
2025 Q3	$1.2B	Buy	9,000,968 +576,130	+7%	+$81.6M	13.41%	2
2025 Q2	$1.2B	Hold	8,424,838	–	–	16.01%	2
2025 Q1	$1.15B	Sell	8,424,838 -21	-0%	-$3.23K	18.64%	2
2024 Q4	$1.39B	Sell	8,424,859 -128,979	-2%	-$20.4M	20.06%	2
2024 Q3	$1.07B	Sell	8,553,838 -141,077	-2%	-$16.3M	19.38%	2
2024 Q2	$1.03B	Buy	8,694,915 +1,177,500	+16%	+$134M	19.58%	2
2024 Q1	$845M	Sell	7,517,415 -501,509	-6%	-$52.9M	18.46%	2
2023 Q4	$747M	Buy	+8,018,924	New	+$708M	19.81%	1

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Philanthropic Trust's APO Position: Q2 2026 in Review

National Philanthropic Trust increased its Apollo Global Management (APO) stake by 1.5% in Q2 2026, buying an estimated $16.8M and bringing the position to 9,138,579 shares worth $1.08B. The position accounts for 15.63% of the portfolio, ranked #2.

National Philanthropic Trust first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39B in Q4 2024. 1,102 funds tracked by Wall St. Rank hold APO as of Q2 2026.

National Philanthropic Trust held 9,138,579 shares of Apollo Global Management worth $1.08B as of Q2 2026.
National Philanthropic Trust bought 133,266 Apollo Global Management shares in Q2 2026, an estimated $16.8M.
Apollo Global Management made up 15.63% of National Philanthropic Trust's portfolio in Q2 2026, its #2 holding.
National Philanthropic Trust first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
National Philanthropic Trust's Apollo Global Management position peaked at $1.39B in Q4 2024.
1,102 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.