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Sigma Investment Counselors’s Apollo Global Management APO Stock Holding History

Sigma Investment Counselors’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 		$2.58M Buy
23,200
+4,098
+21% +$508K 0.14% 86
2025
Q4 		$2.77M Buy
19,102
+219
+1% +$29.1K 0.14% 84
2025
Q3 		$2.52M Buy
18,883
+1,240
+7% +$176K 0.13% 87
2025
Q2 		$2.5M Buy
+17,643
New +$2.34M 0.14% 85

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sigma Investment Counselors's APO Position: Q1 2026 in Review

Sigma Investment Counselors increased its Apollo Global Management (APO) stake by 21% in Q1 2026, buying an estimated $508K and bringing the position to 23,200 shares worth $2.58M. The position accounts for 0.14% of the portfolio, ranked #86.

Sigma Investment Counselors first reported a position in APO in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.77M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Sigma Investment Counselors held 23,200 shares of Apollo Global Management worth $2.58M as of Q1 2026.
  • Sigma Investment Counselors bought 4,098 Apollo Global Management shares in Q1 2026, an estimated $508K.
  • Apollo Global Management made up 0.14% of Sigma Investment Counselors's portfolio in Q1 2026, its #86 holding.
  • Sigma Investment Counselors first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
  • Sigma Investment Counselors's Apollo Global Management position peaked at $2.77M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.