Sunbelt Securities’s Apollo Global Management APO Stock Holding History

Sunbelt Securities’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	$62.2K	Buy	558 +12	+2%	+$1.49K	﹤0.01%	971
2025 Q4	$79K	Sell	546 -20	-4%	-$2.66K	0.01%	885
2025 Q3	$75.4K	Buy	566 +82	+17%	+$11.6K	0.01%	903
2025 Q2	$79.9K	Hold	484	–	–	0.01%	823
2025 Q1	$66.3K	Hold	484	–	–	0.01%	836
2024 Q4	$80.6K	Hold	484	–	–	0.01%	822
2024 Q3	$60.5K	Hold	484	–	–	0.01%	894
2024 Q2	$57.1K	Hold	484	–	–	0.01%	871
2024 Q1	$54.4K	Hold	484	–	–	0.01%	854
2023 Q4	$45.1K	Hold	484	–	–	0.01%	840
2023 Q3	$43.4K	Hold	484	–	–	0.01%	839
2023 Q2	$37.2K	Hold	484	–	–	0.01%	861
2023 Q1	$29.7K	Buy	+484	New	+$32.4K	﹤0.01%	859
2020 Q2	–	Sell	-13,630	Closed	-$573K	–	302
2020 Q1	$573K	Buy	+13,630	New	+$585K	0.02%	211

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

Sunbelt Securities's APO Position: Q1 2026 in Review

Sunbelt Securities increased its Apollo Global Management (APO) stake by 2.2% in Q1 2026, buying an estimated $1.49K and bringing the position to 558 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Sunbelt Securities first reported a position in APO in Q1 2020 and has held it in 14 quarters since. The position peaked at $573K in Q1 2020. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Sunbelt Securities held 558 shares of Apollo Global Management worth $62.2K as of Q1 2026.
Sunbelt Securities bought 12 Apollo Global Management shares in Q1 2026, an estimated $1.49K.
Apollo Global Management made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #971 holding.
Sunbelt Securities first reported a position in Apollo Global Management in Q1 2020 and has held it in 14 quarters since.
Sunbelt Securities's Apollo Global Management position peaked at $573K in Q1 2020.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.