Orion Capital Management’s Apollo Global Management APO Stock Holding History

Orion Capital 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 Q1	$61.3K	Sell	550 -40	-7%	-$4.96K	0.02%	248
2025 Q4	$85.4K	Sell	590 -10	-2%	-$1.33K	0.03%	218
2025 Q3	$80K	Hold	600	–	–	0.03%	220
2025 Q2	$85.1K	Hold	600	–	–	0.03%	196
2025 Q1	$82.2K	Hold	600	–	–	0.03%	192
2024 Q4	$99.1K	Buy	+600	New	+$95K	0.04%	170
2024 Q3	–	Sell	-600	Closed	-$70.8K	–	157
2024 Q2	$70.8K	Hold	600	–	–	0.04%	187
2024 Q1	$67.5K	Buy	600 +100	+20%	+$10.6K	0.04%	201
2023 Q4	$46.6K	Hold	500	–	–	0.03%	254
2023 Q3	$44.9K	Buy	+500	New	+$42K	0.03%	239
2023 Q2	–	Sell	-500	Closed	-$31.6K	–	160
2023 Q1	$31.6K	Hold	500	–	–	0.02%	268
2022 Q4	$31.9K	Hold	500	–	–	0.02%	236
2022 Q3	$23K	Hold	500	–	–	0.02%	258
2022 Q2	$24K	Hold	500	–	–	0.02%	249
2022 Q1	$31K	Hold	500	–	–	0.02%	242
2021 Q4	$36K	Hold	500	–	–	0.02%	219
2021 Q3	$31K	Hold	500	–	–	0.02%	222
2021 Q2	$31K	Hold	500	–	–	0.02%	204
2021 Q1	$24K	Buy	+500	New	+$24.3K	0.02%	210

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Orion Capital Management's APO Position: Q1 2026 in Review

Orion Capital Management reduced its Apollo Global Management (APO) stake by 6.8% in Q1 2026, selling an estimated $4.96K and leaving 550 shares worth $61.3K. The position accounts for 0.02% of the portfolio, ranked #248.

Orion Capital Management first reported a position in APO in Q1 2021 and has held it in 19 quarters since. The position peaked at $99.1K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Orion Capital Management held 550 shares of Apollo Global Management worth $61.3K as of Q1 2026.
Orion Capital Management sold 40 Apollo Global Management shares in Q1 2026, an estimated $4.96K.
Apollo Global Management made up 0.02% of Orion Capital Management's portfolio in Q1 2026, its #248 holding.
Orion Capital Management first reported a position in Apollo Global Management in Q1 2021 and has held it in 19 quarters since.
Orion Capital Management's Apollo Global Management position peaked at $99.1K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.