Sound Income Strategies’s Apollo Global Management APO Stock Holding History

Sound Income Strategies’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	$313K	Buy	2,643 +1,717	+185%	+$216K	0.01%	369
2026 Q1	$102K	Buy	926 +892	+2,624%	+$111K	﹤0.01%	594
2025 Q4	$4.89K	Sell	34 -191	-85%	-$25.4K	﹤0.01%	1816
2025 Q3	$27.7K	Buy	225 +1	+0.4%	+$142	﹤0.01%	729
2025 Q2	$31.8K	Buy	224 +6	+3%	+$796	﹤0.01%	639
2025 Q1	$29.9K	Buy	218 +1	+0.5%	+$154	﹤0.01%	626
2024 Q4	$35.9K	Hold	217	–	–	﹤0.01%	545
2024 Q3	$27.1K	Buy	217 +1	+0.5%	+$115	﹤0.01%	576
2024 Q2	$25.5K	Sell	216 -589	-73%	-$66.8K	﹤0.01%	571
2024 Q1	$90.5K	Buy	805 +2	+0.2%	+$211	0.01%	327
2023 Q4	$74.8K	Buy	803 +777	+2,988%	+$68.6K	0.01%	337
2023 Q3	$2.33K	Hold	26	–	–	﹤0.01%	881
2023 Q2	$2K	Sell	26 -114	-81%	-$7.62K	﹤0.01%	884
2023 Q1	$8.84K	Hold	140	–	–	﹤0.01%	584
2022 Q4	$8.93K	Hold	140	–	–	﹤0.01%	546
2022 Q3	$7K	Buy	140 +114	+438%	+$6.26K	﹤0.01%	521
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	774
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	708
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	697
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	673
2021 Q2	$2K	Buy	+26	New	+$1.44K	﹤0.01%	709

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Sound Income Strategies's APO Position: Q2 2026 in Review

Sound Income Strategies increased its Apollo Global Management (APO) stake by 185% in Q2 2026, buying an estimated $216K and bringing the position to 2,643 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #369.

Sound Income Strategies first reported a position in APO in Q2 2021 and has held it in 21 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Sound Income Strategies held 2,643 shares of Apollo Global Management worth $313K as of Q2 2026.
Sound Income Strategies bought 1,717 Apollo Global Management shares in Q2 2026, an estimated $216K.
Apollo Global Management made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #369 holding.
Sound Income Strategies first reported a position in Apollo Global Management in Q2 2021 and has held it in 21 quarters since.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.