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Summit Financial’s Apollo Global Management APO Stock Holding History

Summit Financial’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 		$524K Sell
4,705
-683
-13% -$84.7K 0.01% 978
2025
Q4 		$780K Sell
5,388
-4,608
-46% -$612K 0.01% 742
2025
Q3 		$1.33M Buy
9,996
+605
+6% +$85.7K 0.02% 572
2025
Q2 		$1.33M Sell
9,391
-3,023
-24% -$401K 0.03% 360
2025
Q1 		$1.7M Buy
12,414
+4,622
+59% +$711K 0.05% 282
2024
Q4 		$1.29M Buy
7,792
+5,157
+196% +$817K 0.05% 271
2024
Q3 		$329K Buy
+2,635
New +$304K 0.01% 445

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

Summit Financial's APO Position: Q1 2026 in Review

Summit Financial reduced its Apollo Global Management (APO) stake by 13% in Q1 2026, selling an estimated $84.7K and leaving 4,705 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #978.

Summit Financial first reported a position in APO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q1 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Summit Financial held 4,705 shares of Apollo Global Management worth $524K as of Q1 2026.
  • Summit Financial sold 683 Apollo Global Management shares in Q1 2026, an estimated $84.7K.
  • Apollo Global Management made up 0.01% of Summit Financial's portfolio in Q1 2026, its #978 holding.
  • Summit Financial first reported a position in Apollo Global Management in Q3 2024 and has held it in 7 quarters since.
  • Summit Financial's Apollo Global Management position peaked at $1.7M in Q1 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.