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Samalin Investment Counsel’s Apollo Global Management APO Stock Holding History

Samalin Investment Counsel’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 		$1.34M Sell
11,292
-482
-4% -$60.6K 0.42% 64
2026
Q1 		$1.31M Buy
11,774
+28
+0.2% +$3.47K 0.47% 56
2025
Q4 		$1.7M Sell
11,746
-226
-2% -$30K 0.6% 34
2025
Q3 		$1.6M Buy
11,972
+25
+0.2% +$3.54K 0.55% 39
2025
Q2 		$1.69M Buy
11,947
+5,025
+73% +$666K 0.65% 32
2025
Q1 		$948K Sell
6,922
-918
-12% -$141K 0.38% 69
2024
Q4 		$1.29M Sell
7,840
-723
-8% -$115K 0.56% 41
2024
Q3 		$1.07M Sell
8,563
-115
-1% -$13.3K 0.47% 52
2024
Q2 		$1.02M Buy
8,678
+32
+0.4% +$3.63K 0.48% 51
2024
Q1 		$972K Sell
8,646
-538
-6% -$56.8K 0.46% 61
2023
Q4 		$856K Sell
9,184
-10
-0.1% -$883 0.43% 62
2023
Q3 		$825K Sell
9,194
-507
-5% -$42.6K 0.47% 57
2023
Q2 		$745K Sell
9,701
-171
-2% -$11.4K 0.4% 67
2023
Q1 		$624K Sell
9,872
-250
-2% -$16.7K 0.38% 73
2022
Q4 		$646K Sell
10,122
-919
-8% -$54.6K 0.41% 71
2022
Q3 		$513K Buy
11,041
+91
+0.8% +$5K 0.38% 75
2022
Q2 		$531K Sell
10,950
-966
-8% -$52.6K 0.37% 73
2022
Q1 		$739K Sell
11,916
-685
-5% -$45.1K 0.45% 63
2021
Q4 		$913K Sell
12,601
-321
-2% -$23.2K 0.55% 46
2021
Q3 		$796K Buy
12,922
+1,152
+10% +$69.2K 0.52% 49
2021
Q2 		$732K Sell
11,770
-306
-3% -$17K 0.47% 60
2021
Q1 		$567K Sell
12,076
-533
-4% -$25.9K 0.38% 85
2020
Q4 		$618K Buy
12,609
+127
+1% +$5.67K 0.46% 57
2020
Q3 		$559K Buy
12,482
+17
+0.1% +$818 0.5% 51
2020
Q2 		$622K Buy
12,465
+441
+4% +$19.4K 0.65% 39
2020
Q1 		$402K Hold
12,024
– – 0.54% 55
2019
Q4 		$573K Buy
+12,024
New +$513K 0.48% 50

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Samalin Investment Counsel's APO Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Apollo Global Management (APO) stake by 4.1% in Q2 2026, selling an estimated $60.6K and leaving 11,292 shares worth $1.34M. The position accounts for 0.42% of the portfolio, ranked #64.

Samalin Investment Counsel first reported a position in APO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Samalin Investment Counsel held 11,292 shares of Apollo Global Management worth $1.34M as of Q2 2026.
  • Samalin Investment Counsel sold 482 Apollo Global Management shares in Q2 2026, an estimated $60.6K.
  • Apollo Global Management made up 0.42% of Samalin Investment Counsel's portfolio in Q2 2026, its #64 holding.
  • Samalin Investment Counsel first reported a position in Apollo Global Management in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Apollo Global Management position peaked at $1.7M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.