Tocqueville Asset Management’s Apollo Global Management APO Stock Holding History

Tocqueville Asset 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
2026 Q2	$30.7M	Sell	259,516 -2,919	-1%	-$367K	0.41%	74
2026 Q1	$29.2M	Sell	262,435 -827	-0.3%	-$103K	0.43%	65
2025 Q4	$38.1M	Sell	263,262 -163,210	-38%	-$21.7M	0.56%	43
2025 Q3	$56.8M	Sell	426,472 -2,467	-0.6%	-$349K	0.83%	22
2025 Q2	$60.9M	Sell	428,939 -37,907	-8%	-$5.03M	0.93%	19
2025 Q1	$63.9M	Sell	466,846 -23,902	-5%	-$3.68M	1.04%	17
2024 Q4	$81.1M	Buy	490,748 +4,926	+1%	+$780K	1.27%	12
2024 Q3	$60.7M	Buy	485,822 +149,062	+44%	+$17.2M	0.95%	21
2024 Q2	$39.8M	Buy	336,760 +207,480	+160%	+$23.5M	0.66%	37
2024 Q1	$14.5M	Buy	129,280 +33,650	+35%	+$3.55M	0.24%	109
2023 Q4	$8.91M	Buy	95,630 +340	+0.4%	+$30K	0.16%	136
2023 Q3	$8.55M	Buy	95,290 +2,765	+3%	+$232K	0.16%	136
2023 Q2	$7.11M	Sell	92,525 -5,207	-5%	-$348K	0.13%	152
2023 Q1	$6.17M	Sell	97,732 -23,560	-19%	-$1.58M	0.12%	165
2022 Q4	$7.74M	Buy	121,292 +21,182	+21%	+$1.26M	0.15%	148
2022 Q3	$4.66M	Hold	100,110	–	–	0.09%	184
2022 Q2	$4.85M	Buy	100,110 +26,700	+36%	+$1.45M	0.09%	210
2022 Q1	$4.55M	Hold	73,410	–	–	0.07%	245
2021 Q4	$5.32M	Hold	73,410	–	–	0.07%	239
2021 Q3	$4.52M	Sell	73,410 -12,607	-15%	-$758K	0.07%	258
2021 Q2	$5.35M	Buy	86,017 +6,072	+8%	+$337K	0.08%	244
2021 Q1	$3.76M	Buy	79,945 +4,835	+6%	+$235K	0.06%	292
2020 Q4	$3.68M	Sell	75,110 -19,100	-20%	-$853K	0.06%	269
2020 Q3	$4.22M	Buy	94,210 +8,400	+10%	+$404K	0.08%	225
2020 Q2	$4.28M	Sell	85,810 -12,150	-12%	-$533K	0.09%	217
2020 Q1	$3.28M	Sell	97,960 -46,535	-32%	-$2M	0.08%	216
2019 Q4	$6.89M	Buy	144,495 +52,275	+57%	+$2.23M	0.1%	211
2019 Q3	$3.49M	Buy	92,220 +83,470	+954%	+$3.04M	0.05%	305
2019 Q2	$300K	Buy	+8,750	New	+$278K	﹤0.01%	679

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

Tocqueville Asset Management's APO Position: Q2 2026 in Review

Tocqueville Asset Management reduced its Apollo Global Management (APO) stake by 1.1% in Q2 2026, selling an estimated $367K and leaving 259,516 shares worth $30.7M. The position accounts for 0.41% of the portfolio, ranked #74.

Tocqueville Asset Management first reported a position in APO in Q2 2019 and has held it in 29 quarters since. The position peaked at $81.1M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Tocqueville Asset Management held 259,516 shares of Apollo Global Management worth $30.7M as of Q2 2026.
Tocqueville Asset Management sold 2,919 Apollo Global Management shares in Q2 2026, an estimated $367K.
Apollo Global Management made up 0.41% of Tocqueville Asset Management's portfolio in Q2 2026, its #74 holding.
Tocqueville Asset Management first reported a position in Apollo Global Management in Q2 2019 and has held it in 29 quarters since.
Tocqueville Asset Management's Apollo Global Management position peaked at $81.1M in Q4 2024.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.