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

Todd 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 Q1	$19.7M	Sell	176,427 -66,517	-27%	-$8.24M	0.38%	102
2025 Q4	$35.2M	Sell	242,944 -710	-0.3%	-$94.3K	0.69%	72
2025 Q3	$32.5M	Sell	243,654 -235,363	-49%	-$33.3M	0.66%	76
2025 Q2	$68M	Buy	479,017 +28,760	+6%	+$3.81M	1.47%	8
2025 Q1	$61.7M	Buy	450,257 +151,848	+51%	+$23.3M	1.45%	10
2024 Q4	$49.3M	Sell	298,409 -54,181	-15%	-$8.58M	1.18%	22
2024 Q3	$44M	Sell	352,590 -2,216	-0.6%	-$256K	1.02%	34
2024 Q2	$41.9M	Buy	354,806 +46,029	+15%	+$5.22M	0.87%	33
2024 Q1	$34.7M	Buy	308,777 +60,965	+25%	+$6.43M	0.71%	60
2023 Q4	$23.1M	Buy	247,812 +146,373	+144%	+$12.9M	0.51%	90
2023 Q3	$9.11M	Buy	+101,439	New	+$8.53M	0.22%	140

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

Todd Asset Management's APO Position: Q1 2026 in Review

Todd Asset Management reduced its Apollo Global Management (APO) stake by 27% in Q1 2026, selling an estimated $8.24M and leaving 176,427 shares worth $19.7M. The position accounts for 0.38% of the portfolio, ranked #102.

Todd Asset Management first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $68M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Todd Asset Management held 176,427 shares of Apollo Global Management worth $19.7M as of Q1 2026.
Todd Asset Management sold 66,517 Apollo Global Management shares in Q1 2026, an estimated $8.24M.
Apollo Global Management made up 0.38% of Todd Asset Management's portfolio in Q1 2026, its #102 holding.
Todd Asset Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
Todd Asset Management's Apollo Global Management position peaked at $68M in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.