Templeton & Phillips Capital Management’s Apollo Global Management APO Stock Holding History

Templeton & Phillips Capital Management’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
2025 Q2	–	Sell	-11,069	Closed	-$1.52M	–	48
2025 Q1	$1.52M	Hold	11,069	–	–	1.09%	17
2024 Q4	$1.83M	Hold	11,069	–	–	1.45%	14
2024 Q3	$1.38M	Buy	11,069 +322	+3%	+$37.2K	1.07%	20
2024 Q2	$1.27M	Hold	10,747	–	–	1.13%	15
2024 Q1	$1.21M	Buy	10,747 +419	+4%	+$44.2K	1.12%	13
2023 Q4	$962K	Buy	+10,328	New	+$912K	0.98%	15

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Templeton & Phillips Capital Management's APO Position: Q2 2025 in Review

Templeton & Phillips Capital Management sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 11,069 shares — an estimated $1.52M sold.

Templeton & Phillips Capital Management first reported a position in APO in Q4 2023 and held it in 6 quarters. The position peaked at $1.83M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Templeton & Phillips Capital Management reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Templeton & Phillips Capital Management sold 11,069 Apollo Global Management shares in Q2 2025, an estimated $1.52M.
Templeton & Phillips Capital Management first reported a position in Apollo Global Management in Q4 2023 and held it in 6 quarters.
Templeton & Phillips Capital Management's Apollo Global Management position peaked at $1.83M in Q4 2024.
1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.