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SMH Capital Advisors’s Apollo Global Management APO Stock Holding History

SMH Capital Advisors’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 		$211K Sell
211
-1,665
-89% -$206K 0.64% 35
2025
Q4 		$272K Buy
1,876
+1
+0.1% +$133 0.55% 29
2025
Q3 		$233K Buy
+1,875
New +$265K 0.48% 35
2024
Q4 		– Sell
-10,805
Closed -$1.35M – 47
2024
Q3 		$1.35M Sell
10,805
-469
-4% -$54.1K 4.17% 5
2024
Q2 		$1.33M Sell
11,274
-563
-5% -$63.9K 4.07% 6
2024
Q1 		$1.33M Sell
11,837
-224
-2% -$23.6K 3.59% 6
2023
Q4 		$1.12M Sell
12,061
-145
-1% -$12.8K 2.44% 6
2023
Q3 		$1.1M Sell
12,206
-1,620
-12% -$136K 2.56% 6
2023
Q2 		$1.06M Sell
13,826
-79
-0.6% -$5.28K 2.3% 6
2023
Q1 		$881K Sell
13,905
-589
-4% -$39.4K 5.23% 2
2022
Q4 		$925K Buy
14,494
+4
+0% +$238 1.35% 8
2022
Q3 		$674K Sell
14,490
-565
-4% -$31K 1.01% 11
2022
Q2 		$730K Buy
15,055
+1,875
+14% +$102K 0.98% 12
2022
Q1 		$817K Buy
+13,180
New +$867K 1.33% 10
2021
Q4 		– Sell
-13,319
Closed -$820K – 55
2021
Q3 		$820K Sell
13,319
-80
-0.6% -$4.81K 1.51% 10
2021
Q2 		$833K Buy
+13,399
New +$743K 1.68% 11
2020
Q2 		– Sell
-6,459
Closed -$216K – 44
2020
Q1 		$216K Buy
6,459
+8
+0.1% +$344 0.46% 20
2019
Q4 		$308K Sell
6,451
-3,369
-34% -$144K 0.61% 20
2019
Q3 		$371K Buy
9,820
+17
+0.2% +$619 0.81% 16
2019
Q2 		$336K Buy
9,803
+20
+0.2% +$636 0.82% 17
2019
Q1 		$276K Buy
9,783
+25
+0.3% +$711 0.53% 22
2018
Q4 		$239K Sell
9,758
-17,651
-64% -$507K 0.48% 21
2018
Q3 		$947K Sell
27,409
-1,499
-5% -$52.2K 1.62% 11
2018
Q2 		$921K Buy
28,908
+14
+0% +$428 1.49% 12
2018
Q1 		$856K Buy
28,894
+24
+0.1% +$807 1.32% 14
2017
Q4 		$966K Buy
+28,870
New +$905K 1.62% 11

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

SMH Capital Advisors's APO Position: Q1 2026 in Review

SMH Capital Advisors reduced its Apollo Global Management (APO) stake by 89% in Q1 2026, selling an estimated $206K and leaving 211 shares worth $211K. The position accounts for 0.64% of the portfolio, ranked #35.

SMH Capital Advisors first reported a position in APO in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.35M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • SMH Capital Advisors held 211 shares of Apollo Global Management worth $211K as of Q1 2026.
  • SMH Capital Advisors sold 1,665 Apollo Global Management shares in Q1 2026, an estimated $206K.
  • Apollo Global Management made up 0.64% of SMH Capital Advisors's portfolio in Q1 2026, its #35 holding.
  • SMH Capital Advisors first reported a position in Apollo Global Management in Q4 2017 and has held it in 26 quarters since.
  • SMH Capital Advisors's Apollo Global Management position peaked at $1.35M in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on SMH Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.