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 Q2	$21.4M	Buy	180,467 +4,040	+2%	+$508K	0.38%	101
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 $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

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

Todd Asset Management increased its Apollo Global Management (APO) stake by 2.3% in Q2 2026, buying an estimated $508K and bringing the position to 180,467 shares worth $21.4M. The position accounts for 0.38% of the portfolio, ranked #101.

Todd Asset Management first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $68M in Q2 2025. 1,179 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Todd Asset Management held 180,467 shares of Apollo Global Management worth $21.4M as of Q2 2026.
Todd Asset Management bought 4,040 Apollo Global Management shares in Q2 2026, an estimated $508K.
Apollo Global Management made up 0.38% of Todd Asset Management's portfolio in Q2 2026, its #101 holding.
Todd Asset Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Todd Asset Management's Apollo Global Management position peaked at $68M in Q2 2025.
1,179 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.