Shell Asset Management’s Apollo Global Management APO Stock Holding History

Shell Asset 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
2025 Q3	$393K	Sell	2,952 -4,395	-60%	-$622K	0.04%	375
2025 Q2	$1.04M	Buy	7,347 +4,810	+190%	+$638K	0.04%	353
2025 Q1	$347K	Hold	2,537	–	–	0.02%	575
2024 Q4	$419K	Buy	+2,537	New	+$402K	0.02%	555
2021 Q3	–	Sell	-679	Closed	-$42K	–	1382
2021 Q2	$42K	Sell	679 -538	-44%	-$29.8K	﹤0.01%	1458
2021 Q1	$57K	Hold	1,217	–	–	﹤0.01%	1376
2020 Q4	$60K	Buy	1,217 +631	+108%	+$28.2K	﹤0.01%	1340
2020 Q3	$26K	Hold	586	–	–	﹤0.01%	1350
2020 Q2	$29K	Buy	+586	New	+$25.7K	﹤0.01%	1327

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Shell Asset Management's APO Position: Q3 2025 in Review

Shell Asset Management reduced its Apollo Global Management (APO) stake by 60% in Q3 2025, selling an estimated $622K and leaving 2,952 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #375.

Shell Asset Management first reported a position in APO in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2025. 1,134 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Shell Asset Management held 2,952 shares of Apollo Global Management worth $393K as of Q3 2025.
Shell Asset Management sold 4,395 Apollo Global Management shares in Q3 2025, an estimated $622K.
Apollo Global Management made up 0.04% of Shell Asset Management's portfolio in Q3 2025, its #375 holding.
Shell Asset Management first reported a position in Apollo Global Management in Q2 2020 and has held it in 9 quarters since.
Shell Asset Management's Apollo Global Management position peaked at $1.04M in Q2 2025.
1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.