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Summit Securities Group’s Apollo Global Management APO Stock Holding History

Summit Securities Group’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 		$8.47K Sell
76
-614
-89% -$76.1K ﹤0.01% 695
2025
Q4 		$99.9K Sell
690
-104
-13% -$13.8K 0.01% 469
2025
Q3 		$106K Buy
794
+490
+161% +$69.4K 0.02% 384
2025
Q2 		$43.1K Buy
+304
New +$40.3K 0.01% 551
2025
Q1 		– Sell
-15,400
Closed -$2.37M – 781
2024
Q4 		$2.54M Buy
15,400
+5,900
+62% +$935K 0.52% 40
2024
Q3 		$1.19M Buy
+9,500
New +$1.1M 0.31% 47
2023
Q1 		– Sell
-5,420
Closed -$346K – 799
2022
Q4 		$346K Buy
5,420
+4,720
+674% +$280K 0.01% 306
2022
Q3 		$33K Hold
700
– – ﹤0.01% 666
2022
Q2 		$34K Hold
700
– – ﹤0.01% 644
2022
Q1 		$43K Sell
700
-42,100
-98% -$2.77M ﹤0.01% 631
2021
Q4 		$3.1M Buy
42,800
+5,800
+16% +$418K 0.15% 116
2021
Q3 		$2.28M Buy
+37,000
New +$2.22M 0.18% 135
2018
Q1 		– Sell
-28,200
Closed -$944K – 152
2017
Q4 		$944K Buy
+28,200
New +$884K 0.11% 63
2015
Q2 		– Sell
-200
Closed -$4K – 457
2015
Q1 		$4K Buy
+200
New +$4.66K ﹤0.01% 318
2014
Q3 		– Sell
-2,400
Closed -$60K – 700
2014
Q2 		$67K Buy
2,400
+1,400
+140% +$38K 0.02% 276
2014
Q1 		$32K Buy
+1,000
New +$32.6K 0.02% 209
2013
Q3 		– Sell
-100
Closed -$2K – 421
2013
Q2 		$2K Buy
+100
New +$2.47K ﹤0.01% 473

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 Securities Group's APO Position: Q1 2026 in Review

Summit Securities Group reduced its Apollo Global Management (APO) stake by 89% in Q1 2026, selling an estimated $76.1K and leaving 76 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Summit Securities Group first reported a position in APO in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.1M in Q4 2021. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Summit Securities Group held 76 shares of Apollo Global Management worth $8.47K as of Q1 2026.
  • Summit Securities Group sold 614 Apollo Global Management shares in Q1 2026, an estimated $76.1K.
  • Apollo Global Management made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #695 holding.
  • Summit Securities Group first reported a position in Apollo Global Management in Q2 2013 and has held it in 17 quarters since.
  • Summit Securities Group's Apollo Global Management position peaked at $3.1M in Q4 2021.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.