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

Smartleaf 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
2026 Q2	$376K	Hold	3,273	–	–	0.01%	626
2026 Q1	$360K	Buy	3,273 +22	+0.7%	+$2.73K	0.01%	615
2025 Q4	$475K	Buy	3,251 +492	+18%	+$65.3K	0.02%	546
2025 Q3	$382K	Buy	2,759 +1,124	+69%	+$159K	0.02%	543
2025 Q2	$234K	Sell	1,635 -660	-29%	-$87.5K	0.02%	540
2025 Q1	$314K	Sell	2,295 -158	-6%	-$24.3K	0.03%	454
2024 Q4	$408K	Buy	2,453 +567	+30%	+$89.8K	0.04%	367
2024 Q3	$237K	Buy	1,886 +1,064	+129%	+$123K	0.03%	446
2024 Q2	$97K	Buy	822 +275	+50%	+$31.2K	0.02%	581
2024 Q1	$62.1K	Buy	547 +532	+3,547%	+$56.1K	0.01%	632
2023 Q4	$1.41K	Buy	+15	New	+$1.32K	﹤0.01%	1013

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

Smartleaf Asset Management's APO Position: Q2 2026 in Review

Smartleaf Asset Management held its Apollo Global Management (APO) position steady in Q2 2026 at 3,273 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #626.

Smartleaf Asset Management first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Smartleaf Asset Management held 3,273 shares of Apollo Global Management worth $376K as of Q2 2026.
Smartleaf Asset Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #626 holding.
Smartleaf Asset Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Apollo Global Management position peaked at $475K in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.