Sargent Investment Group’s Apollo Global Management APO Stock Holding History

Sargent Investment Group’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	-1,721	Closed	-$249K	–	271
2025 Q4	$249K	Buy	+1,721	New	+$229K	0.03%	223
2025 Q3	–	Sell	-1,667	Closed	-$243K	–	132
2025 Q2	$243K	Sell	1,667 -42	-2%	-$5.57K	0.03%	214
2025 Q1	$234K	Buy	1,709 +62	+4%	+$9.53K	0.04%	207
2024 Q4	$255K	Buy	+1,647	New	+$261K	0.04%	204
2024 Q1	–	Sell	-2,705	Closed	-$252K	–	202
2023 Q4	$252K	Buy	2,705 +20	+0.7%	+$1.77K	0.06%	181
2023 Q3	$241K	Buy	2,685 +5	+0.2%	+$420	0.06%	174
2023 Q2	$206K	Buy	+2,680	New	+$179K	0.05%	183

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

Sargent Investment Group's APO Position: Q1 2026 in Review

Sargent Investment Group sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,721 shares — an estimated $249K sold.

Sargent Investment Group first reported a position in APO in Q2 2023 and held it in 7 quarters. The position peaked at $255K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Sargent Investment Group reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Sargent Investment Group sold 1,721 Apollo Global Management shares in Q1 2026, an estimated $249K.
Sargent Investment Group first reported a position in Apollo Global Management in Q2 2023 and held it in 7 quarters.
Sargent Investment Group's Apollo Global Management position peaked at $255K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.