S&CO Inc’s Apollo Global Management APO Stock Holding History

S&CO Inc’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	$7.01M	Hold	62,880	–	–	0.43%	53
2025 Q4	$9.1M	Sell	62,880 -10,000	-14%	-$1.33M	0.57%	44
2025 Q3	$9.71M	Hold	72,880	–	–	0.59%	42
2025 Q2	$10.3M	Sell	72,880 -5,000	-6%	-$663K	0.66%	39
2025 Q1	$10.7M	Hold	77,880	–	–	0.72%	37
2024 Q4	$12.9M	Hold	77,880	–	–	0.87%	30
2024 Q3	$9.73M	Hold	77,880	–	–	0.64%	39
2024 Q2	$9.2M	Hold	77,880	–	–	0.64%	39
2024 Q1	$8.76M	Sell	77,880 -2,447	-3%	-$258K	0.62%	37
2023 Q4	$7.49M	Sell	80,327 -5,000	-6%	-$441K	0.57%	42
2023 Q3	$7.66M	Hold	85,327	–	–	0.63%	39
2023 Q2	$6.55M	Sell	85,327 -38,737	-31%	-$2.59M	0.53%	45
2023 Q1	$7.83M	Hold	124,064	–	–	0.67%	35
2022 Q4	$7.91M	Hold	124,064	–	–	0.69%	32
2022 Q3	$5.77M	Sell	124,064 -20,000	-14%	-$1.1M	0.52%	42
2022 Q2	$6.98M	Sell	144,064 -2,000	-1%	-$109K	0.59%	38
2022 Q1	$9.05M	Buy	+146,064	New	+$9.61M	0.64%	37

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

S&CO Inc's APO Position: Q1 2026 in Review

S&CO Inc held its Apollo Global Management (APO) position steady in Q1 2026 at 62,880 shares worth $7.01M. The position accounts for 0.43% of the portfolio, ranked #53.

S&CO Inc first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

S&CO Inc held 62,880 shares of Apollo Global Management worth $7.01M as of Q1 2026.
S&CO Inc left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up 0.43% of S&CO Inc's portfolio in Q1 2026, its #53 holding.
S&CO Inc first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
S&CO Inc's Apollo Global Management position peaked at $12.9M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.