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

Smithbridge 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 		$7.61M Sell
64,298
-612
-0.9% -$77K 1.04% 28
2026
Q1 		$7.23M Sell
64,910
-68,655
-51% -$8.51M 1.07% 29
2025
Q4 		$19.3M Buy
133,565
+36,093
+37% +$4.79M 1.65% 20
2025
Q3 		$13M Sell
97,472
-1,188
-1% -$168K 1.89% 15
2025
Q2 		$14M Sell
98,660
-2,817
-3% -$374K 2.45% 8
2025
Q1 		$13.9M Buy
+101,477
New +$15.6M 2.58% 7
2024
Q3 		$13.2M Buy
105,904
+34,083
+47% +$3.93M 2.28% 8
2024
Q2 		$8.48M Sell
71,821
-4,815
-6% -$546K 1.76% 16
2024
Q1 		$8.62M Buy
76,636
+28,502
+59% +$3.01M 1.78% 14
2023
Q4 		$4.49M Sell
48,134
-190
-0.4% -$16.8K 1.02% 37
2023
Q3 		$4.34M Buy
+48,324
New +$4.06M 1.08% 36

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Smithbridge Asset Management reduced its Apollo Global Management (APO) stake by 0.94% in Q2 2026, selling an estimated $77K and leaving 64,298 shares worth $7.61M. The position accounts for 1.04% of the portfolio, ranked #28.

Smithbridge Asset Management first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.3M in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Smithbridge Asset Management held 64,298 shares of Apollo Global Management worth $7.61M as of Q2 2026.
  • Smithbridge Asset Management sold 612 Apollo Global Management shares in Q2 2026, an estimated $77K.
  • Apollo Global Management made up 1.04% of Smithbridge Asset Management's portfolio in Q2 2026, its #28 holding.
  • Smithbridge Asset Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
  • Smithbridge Asset Management's Apollo Global Management position peaked at $19.3M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.