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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
Q2 		$225K Buy
1,898
+1
+0.1% +$126 0.88% 36
2026
Q1 		$211K Buy
1,897
+21
+1% +$2.6K 0.6% 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

SMH Capital Advisors's APO Position: Q2 2026 in Review

SMH Capital Advisors increased its Apollo Global Management (APO) stake by 0.05% in Q2 2026, buying an estimated $126 and bringing the position to 1,898 shares worth $225K. The position accounts for 0.88% of the portfolio, ranked #36.

SMH Capital Advisors first reported a position in APO in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.35M in Q3 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • SMH Capital Advisors held 1,898 shares of Apollo Global Management worth $225K as of Q2 2026.
  • SMH Capital Advisors bought 1 Apollo Global Management share in Q2 2026, an estimated $126.
  • Apollo Global Management made up 0.88% of SMH Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • SMH Capital Advisors first reported a position in Apollo Global Management in Q4 2017 and has held it in 27 quarters since.
  • SMH Capital Advisors's Apollo Global Management position peaked at $1.35M in Q3 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on SMH Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.