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Summit Trail Advisors’s Apollo Global Management APO Stock Holding History

Summit Trail Advisors’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 		$19.1M Buy
171,740
+3,359
+2% +$416K 0.27% 47
2025
Q4 		$24.4M Sell
168,381
-5,741
-3% -$763K 0.42% 29
2025
Q3 		$23.2M Buy
174,122
+8,108
+5% +$1.15M 0.32% 38
2025
Q2 		$23.6M Buy
166,014
+2,392
+1% +$317K 0.4% 35
2025
Q1 		$22.4M Buy
163,622
+1,218
+0.7% +$187K 0.74% 19
2024
Q4 		$26.8M Sell
162,404
-1,013
-0.6% -$160K 0.99% 14
2024
Q3 		$20.4M Buy
163,417
+487
+0.3% +$56.2K 0.51% 26
2024
Q2 		$19.2M Buy
162,930
+58
+0% +$6.58K 0.51% 27
2024
Q1 		$18.3M Buy
162,872
+69
+0% +$7.28K 0.49% 27
2023
Q4 		$15.2M Sell
162,803
-255
-0.2% -$22.5K 0.5% 30
2023
Q3 		$14.6M Buy
163,058
+243
+0.1% +$20.4K 0.54% 26
2023
Q2 		$12.5M Sell
162,815
-811
-0.5% -$54.2K 0.47% 29
2023
Q1 		$10.3M Sell
163,626
-633
-0.4% -$42.4K 0.42% 32
2022
Q4 		$10.5M Sell
164,259
-15,378
-9% -$913K 0.47% 29
2022
Q3 		$8.35M Sell
179,637
-17,005
-9% -$934K 0.45% 34
2022
Q2 		$9.53M Buy
+196,642
New +$10.7M 0.59% 31
2022
Q1 		– Sell
-39,083
Closed -$2.83M – 330
2021
Q4 		$2.83M Sell
39,083
-6,319
-14% -$456K 0.18% 76
2021
Q3 		$2.8M Hold
45,402
– – 0.21% 63
2021
Q2 		$2.82M Buy
+45,402
New +$2.52M 0.25% 52
2021
Q1 		– Sell
-16,781
Closed -$822K – 194
2020
Q4 		$822K Hold
16,781
– – 0.1% 88
2020
Q3 		$719K Buy
+16,781
New +$807K 0.14% 80
2020
Q1 		– Sell
-87,024
Closed -$4.15M – 131
2019
Q4 		$4.15M Buy
+87,024
New +$3.71M 2.41% 13

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 Trail Advisors's APO Position: Q1 2026 in Review

Summit Trail Advisors increased its Apollo Global Management (APO) stake by 2% in Q1 2026, buying an estimated $416K and bringing the position to 171,740 shares worth $19.1M. The position accounts for 0.27% of the portfolio, ranked #47.

Summit Trail Advisors first reported a position in APO in Q4 2019 and has held it in 22 quarters since. The position peaked at $26.8M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Summit Trail Advisors held 171,740 shares of Apollo Global Management worth $19.1M as of Q1 2026.
  • Summit Trail Advisors bought 3,359 Apollo Global Management shares in Q1 2026, an estimated $416K.
  • Apollo Global Management made up 0.27% of Summit Trail Advisors's portfolio in Q1 2026, its #47 holding.
  • Summit Trail Advisors first reported a position in Apollo Global Management in Q4 2019 and has held it in 22 quarters since.
  • Summit Trail Advisors's Apollo Global Management position peaked at $26.8M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.