SMA
APO icon

Sage Mountain Advisors’s Apollo Global Management APO Stock Holding History

Sage Mountain Advisors’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 		– Sell
-2,015
Closed -$292K – 307
2025
Q4 		$292K Buy
+2,015
New +$268K 0.02% 394
2025
Q1 		– Sell
-1,249
Closed -$206K – 495
2024
Q4 		$206K Buy
+1,249
New +$198K 0.02% 368

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's APO Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,015 shares — an estimated $292K sold.

Sage Mountain Advisors first reported a position in APO in Q4 2024 and held it in 2 quarters. The position peaked at $292K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,015 Apollo Global Management shares in Q1 2026, an estimated $292K.
  • Sage Mountain Advisors first reported a position in Apollo Global Management in Q4 2024 and held it in 2 quarters.
  • Sage Mountain Advisors's Apollo Global Management position peaked at $292K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.