Sigma Planning Corp’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$253K Sell
2,268
-497
-18% -$61.6K 0.01% 1115
2025
Q4
$400K Sell
2,765
-875
-24% -$116K 0.01% 893
2025
Q3
$485K Buy
3,640
+879
+32% +$124K 0.01% 830
2025
Q2
$392K Buy
2,761
+206
+8% +$27.3K 0.01% 879
2025
Q1
$350K Sell
2,555
-2
-0.1% -$308 0.01% 883
2024
Q4
$422K Buy
2,557
+16
+0.6% +$2.54K 0.01% 803
2024
Q3
$317K Sell
2,541
-51
-2% -$5.89K 0.01% 935
2024
Q2
$306K Buy
2,592
+79
+3% +$8.96K 0.01% 919
2024
Q1
$283K Buy
2,513
+101
+4% +$10.7K 0.01% 984
2023
Q4
$225K Buy
+2,412
New +$213K 0.02% 735
2023
Q3
Sell
-5,408
Closed -$415K 1202
2023
Q2
$415K Sell
5,408
-3,052
-36% -$204K 0.01% 807
2023
Q1
$534K Sell
8,460
-45
-0.5% -$3.01K 0.02% 766
2022
Q4
$543K Buy
8,505
+9
+0.1% +$535 0.02% 733
2022
Q3
$395K Sell
8,496
-28
-0.3% -$1.54K 0.02% 827
2022
Q2
$413K Sell
8,524
-2,159
-20% -$117K 0.01% 839
2022
Q1
$662K Sell
10,683
-175
-2% -$11.5K 0.02% 719
2021
Q4
$786K Sell
10,858
-645
-6% -$46.5K 0.02% 645
2021
Q3
$709K Buy
+11,503
New +$691K 0.02% 670
2020
Q1
Sell
-15,431
Closed -$736K 925
2019
Q4
$736K Sell
15,431
-4,783
-24% -$204K 0.03% 480
2019
Q3
$765K Sell
20,214
-2,330
-10% -$84.8K 0.04% 444
2019
Q2
$773K Sell
22,544
-5,797
-20% -$184K 0.04% 414
2019
Q1
$801K Sell
28,341
-10,765
-28% -$306K 0.05% 369
2018
Q4
$960K Sell
39,106
-3,400
-8% -$97.6K 0.07% 271
2018
Q3
$1.47M Sell
42,506
-2,047
-5% -$71.3K 0.09% 232
2018
Q2
$1.42M Sell
44,553
-5,204
-10% -$159K 0.1% 218
2018
Q1
$1.47M Sell
49,757
-156
-0.3% -$5.25K 0.11% 201
2017
Q4
$1.67M Buy
49,913
+755
+2% +$23.7K 0.13% 189
2017
Q3
$1.48M Sell
49,158
-34
-0.1% -$979 0.12% 191
2017
Q2
$1.3M Buy
49,192
+7,286
+17% +$194K 0.12% 199
2017
Q1
$1.02M Buy
41,906
+16,002
+62% +$357K 0.1% 234
2016
Q4
$502K Sell
25,904
-4,688
-15% -$88.5K 0.05% 351
2016
Q3
$549K Sell
30,592
-2,171
-7% -$38.1K 0.07% 319
2016
Q2
$496K Sell
32,763
-4,993
-13% -$82K 0.06% 330
2016
Q1
$646K Sell
37,756
-9,834
-21% -$147K 0.09% 254
2015
Q4
$722K Buy
47,590
+1,525
+3% +$26.1K 0.1% 229
2015
Q3
$791K Buy
46,065
+11,260
+32% +$224K 0.13% 200
2015
Q2
$771K Buy
34,805
+10,034
+41% +$220K 0.11% 231
2015
Q1
$535K Buy
24,771
+11,545
+87% +$269K 0.07% 324
2014
Q4
$312K Buy
+13,226
New +$305K 0.04% 488

Other funds holding APO

Sigma Planning Corp's APO Position: Q1 2026 in Review

Sigma Planning Corp reduced its Apollo Global Management (APO) stake by 18% in Q1 2026, selling an estimated $61.6K and leaving 2,268 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #1115.

Sigma Planning Corp first reported a position in APO in Q4 2014 and has held it in 39 quarters since. The position peaked at $1.67M in Q4 2017. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Sigma Planning Corp held 2,268 shares of Apollo Global Management worth $253K as of Q1 2026.
  • Sigma Planning Corp sold 497 Apollo Global Management shares in Q1 2026, an estimated $61.6K.
  • Apollo Global Management made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1115 holding.
  • Sigma Planning Corp first reported a position in Apollo Global Management in Q4 2014 and has held it in 39 quarters since.
  • Sigma Planning Corp's Apollo Global Management position peaked at $1.67M in Q4 2017.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.