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 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 $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

Sierra Capital's APO Position: Q1 2026 in Review

Sierra Capital reduced its Apollo Global Management (APO) stake by 13% in Q1 2026, selling an estimated $242K and leaving 13,567 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #103.

Sierra Capital first reported a position in APO in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.33M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Sierra Capital held 13,567 shares of Apollo Global Management worth $1.51M as of Q1 2026.
Sierra Capital sold 1,950 Apollo Global Management shares in Q1 2026, an estimated $242K.
Apollo Global Management made up 0.16% of Sierra Capital's portfolio in Q1 2026, its #103 holding.
Sierra Capital first reported a position in Apollo Global Management in Q1 2021 and has held it in 21 quarters since.
Sierra Capital's Apollo Global Management position peaked at $4.33M in Q3 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.