Sierra Capital’s Apollo Global Management APO Stock Holding History

Sierra Capital’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	$1.61M	Hold	13,567	–	–	0.16%	99
2026 Q1	$1.51M	Sell	13,567 -1,950	-13%	-$242K	0.16%	103
2025 Q4	$2.25M	Sell	15,517 -1,500	-9%	-$199K	0.24%	78
2025 Q3	$2.27M	Sell	17,017 -3,570	-17%	-$505K	0.25%	90
2025 Q2	$2.92M	Hold	20,587	–	–	0.34%	73
2025 Q1	$2.82M	Sell	20,587 -1,868	-8%	-$287K	0.34%	66
2024 Q4	$3.71M	Sell	22,455 -12,200	-35%	-$1.93M	0.44%	61
2024 Q3	$4.33M	Buy	34,655 +18,412	+113%	+$2.13M	0.52%	55
2024 Q2	$1.92M	Hold	16,243	–	–	0.26%	84
2024 Q1	$1.83M	Sell	16,243 -28,258	-63%	-$2.98M	0.24%	91
2023 Q4	$4.15M	Hold	44,501	–	–	0.61%	50
2023 Q3	$3.99M	Hold	44,501	–	–	0.64%	46
2023 Q2	$3.42M	Hold	44,501	–	–	0.54%	50
2023 Q1	$2.81M	Sell	44,501 -4,059	-8%	-$272K	0.46%	55
2022 Q4	$3.1M	Buy	48,560 +762	+2%	+$45.3K	0.53%	48
2022 Q3	$2.22M	Buy	47,798 +117	+0.2%	+$6.43K	0.41%	56
2022 Q2	$2.31M	Hold	47,681	–	–	0.42%	57
2022 Q1	$2.96M	Hold	47,681	–	–	0.47%	53
2021 Q4	$3.45M	Buy	47,681 +3,480	+8%	+$251K	0.51%	48
2021 Q3	$2.72M	Hold	44,201	–	–	0.46%	55
2021 Q2	$2.75M	Buy	44,201 +246	+0.6%	+$13.6K	0.51%	56
2021 Q1	$2.07M	Buy	+43,955	New	+$2.14M	0.39%	67

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Sierra Capital's APO Position: Q2 2026 in Review

Sierra Capital held its Apollo Global Management (APO) position steady in Q2 2026 at 13,567 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #99.

Sierra Capital first reported a position in APO in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.33M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Sierra Capital held 13,567 shares of Apollo Global Management worth $1.61M as of Q2 2026.
Sierra Capital left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.16% of Sierra Capital's portfolio in Q2 2026, its #99 holding.
Sierra Capital first reported a position in Apollo Global Management in Q1 2021 and has held it in 22 quarters since.
Sierra Capital's Apollo Global Management position peaked at $4.33M in Q3 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.