Old Point Trust & Financial Services N A’s Apollo Global Management APO Stock Holding History

Old Point Trust & Financial Services N A’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	$17.2K	Hold	145	–	–	0.01%	243
2026 Q1	$16.2K	Hold	145	–	–	0.01%	238
2025 Q4	$21K	Buy	145 +13	+10%	+$1.73K	0.01%	234
2025 Q3	$17.6K	Hold	132	–	–	0.01%	235
2025 Q2	$18.7K	Hold	132	–	–	0.01%	228
2025 Q1	$18.1K	Hold	132	–	–	0.01%	250
2024 Q4	$21.8K	Hold	132	–	–	0.01%	228
2024 Q3	$16.5K	Hold	132	–	–	0.01%	229
2024 Q2	$15.6K	Hold	132	–	–	0.01%	228
2024 Q1	$14.8K	Hold	132	–	–	0.01%	248
2023 Q4	$12.3K	Buy	+132	New	+$11.7K	0.01%	207
2023 Q3	–	Sell	-132	Closed	-$10.1K	–	91
2023 Q2	$10.1K	Buy	+132	New	+$8.83K	﹤0.01%	203

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Old Point Trust & Financial Services N A's APO Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Apollo Global Management (APO) position steady in Q2 2026 at 145 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #243.

Old Point Trust & Financial Services N A first reported a position in APO in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.8K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Old Point Trust & Financial Services N A held 145 shares of Apollo Global Management worth $17.2K as of Q2 2026.
Old Point Trust & Financial Services N A left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #243 holding.
Old Point Trust & Financial Services N A first reported a position in Apollo Global Management in Q2 2023 and has held it in 12 quarters since.
Old Point Trust & Financial Services N A's Apollo Global Management position peaked at $21.8K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.