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New England Research & Management’s Apollo Global Management APO Stock Holding History

New England Research & Management’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 		– Sell
-6,500
Closed -$724K – 135
2026
Q1 		$724K Buy
+6,500
New +$806K 0.31% 84
2025
Q4 		– Sell
-14,300
Closed -$1.91M – 151
2025
Q3 		$1.91M Buy
14,300
+4,200
+42% +$595K 0.88% 33
2025
Q2 		$1.43M Buy
+10,100
New +$1.34M 0.68% 47

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

New England Research & Management's APO Position: Q2 2026 in Review

New England Research & Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 6,500 shares — an estimated $724K sold.

New England Research & Management first reported a position in APO in Q2 2025 and held it in 3 quarters. The position peaked at $1.91M in Q3 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • New England Research & Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 6,500 Apollo Global Management shares in Q2 2026, an estimated $724K.
  • New England Research & Management first reported a position in Apollo Global Management in Q2 2025 and held it in 3 quarters.
  • New England Research & Management's Apollo Global Management position peaked at $1.91M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.