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	–	Sell	-20,000	Closed	-$2.9M	–	1039
2025 Q4	$2.9M	Hold	20,000	–	–	0.38%	54
2025 Q3	$2.67M	Hold	20,000	–	–	0.55%	42
2025 Q2	$2.84M	Hold	20,000	–	–	0.55%	35
2025 Q1	$2.74M	Buy	+20,000	New	+$3.08M	0.43%	27
2017 Q4	–	Sell	-148	Closed	-$445K	–	175
2017 Q3	$445K	Sell	148 -381	-72%	-$11K	0.08%	117
2017 Q2	$1.4M	Buy	+529	New	+$14.1K	0.25%	47
2015 Q4	–	Sell	-48	Closed	-$2K	–	283
2015 Q3	$2K	Buy	+48	New	+$956	﹤0.01%	305
2015 Q2	–	Sell	-68	Closed	-$28K	–	456
2015 Q1	$28K	Buy	+68	New	+$1.58K	0.02%	236
2014 Q4	–	Sell	-8	Closed	-$7K	–	602
2014 Q3	$7K	Buy	+8	New	+$200	﹤0.01%	554

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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.