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 $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 Securities Group's APO Position: Q2 2026 in Review

Summit Securities Group increased its Apollo Global Management (APO) stake by 41% in Q2 2026, buying an estimated $3.9K and bringing the position to 107 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Summit Securities Group first reported a position in APO in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.1M in Q4 2021. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Summit Securities Group held 107 shares of Apollo Global Management worth $12.7K as of Q2 2026.
Summit Securities Group bought 31 Apollo Global Management shares in Q2 2026, an estimated $3.9K.
Apollo Global Management made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #805 holding.
Summit Securities Group first reported a position in Apollo Global Management in Q2 2013 and has held it in 18 quarters since.
Summit Securities Group's Apollo Global Management position peaked at $3.1M in Q4 2021.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.