Sowell Financial Services’s Apollo Global Management APO Stock Holding History

Sowell Financial Services’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	$426K	Sell	3,597 -932	-21%	-$117K	0.01%	707
2026 Q1	$505K	Buy	4,529 +695	+18%	+$86.1K	0.02%	634
2025 Q4	$555K	Buy	3,834 +207	+6%	+$27.5K	0.02%	614
2025 Q3	$483K	Sell	3,627 -3,259	-47%	-$461K	0.02%	642
2025 Q2	$977K	Buy	6,886 +524	+8%	+$69.5K	0.04%	417
2025 Q1	$871K	Buy	+6,362	New	+$978K	0.04%	424
2021 Q2	–	Sell	-90	Closed	-$5K	–	636
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	2574
2020 Q4	$4K	Buy	90 +38	+73%	+$1.7K	﹤0.01%	2311
2020 Q3	$2K	Sell	52 -92	-64%	-$4.43K	﹤0.01%	2193
2020 Q2	$7K	Buy	144 +20	+16%	+$878	﹤0.01%	1789
2020 Q1	$4K	Sell	124 -27	-18%	-$1.16K	﹤0.01%	1865
2019 Q4	$7K	Sell	151 -27	-15%	-$1.15K	﹤0.01%	1789
2019 Q3	$7K	Buy	+178	New	+$6.48K	﹤0.01%	1628

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

Sowell Financial Services's APO Position: Q2 2026 in Review

Sowell Financial Services reduced its Apollo Global Management (APO) stake by 21% in Q2 2026, selling an estimated $117K and leaving 3,597 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #707.

Sowell Financial Services first reported a position in APO in Q3 2019 and has held it in 13 quarters since. The position peaked at $977K in Q2 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Sowell Financial Services held 3,597 shares of Apollo Global Management worth $426K as of Q2 2026.
Sowell Financial Services sold 932 Apollo Global Management shares in Q2 2026, an estimated $117K.
Apollo Global Management made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #707 holding.
Sowell Financial Services first reported a position in Apollo Global Management in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's Apollo Global Management position peaked at $977K in Q2 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.