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 Q2	$641K	Buy	5,420 +715	+15%	+$89.9K	0.01%	1005
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Summit Financial's APO Position: Q2 2026 in Review

Summit Financial increased its Apollo Global Management (APO) stake by 15% in Q2 2026, buying an estimated $89.9K and bringing the position to 5,420 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1005.

Summit Financial first reported a position in APO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q1 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Summit Financial held 5,420 shares of Apollo Global Management worth $641K as of Q2 2026.
Summit Financial bought 715 Apollo Global Management shares in Q2 2026, an estimated $89.9K.
Apollo Global Management made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1005 holding.
Summit Financial first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Apollo Global Management position peaked at $1.7M in Q1 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.