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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 		– Sell
-20,000
Closed -$2.9M – 1040
2025
Q4 		$2.9M Buy
+20,000
New +$2.66M 0.38% 55
2022
Q1 		– Sell
-33,900
Closed -$2.46M – 1085
2021
Q4 		$2.46M Buy
+33,900
New +$2.45M 0.11% 142

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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.