Triumph Capital Management’s Apollo Global Management APO Stock Holding History

Triumph 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
2026 Q3	$1.39K	Buy	12 +5	+71%	+$635	﹤0.01%	1656
2026 Q2	$828	Sell	7 -22	-76%	-$2.77K	﹤0.01%	1684
2026 Q1	$3.23K	Buy	29 +24	+480%	+$2.98K	﹤0.01%	1438
2025 Q4	$724	Sell	5 -5,195	-100%	-$690K	﹤0.01%	1608
2025 Q3	$693K	Sell	5,200 -170	-3%	-$24.1K	0.19%	125
2025 Q2	$762K	Hold	5,370	–	–	0.23%	104
2025 Q1	$735K	Buy	5,370 +2,770	+107%	+$426K	0.24%	107
2024 Q4	$429K	Sell	2,600 -5,400	-68%	-$855K	0.15%	168
2024 Q3	$999K	Buy	+8,000	New	+$923K	0.36%	60
2023 Q4	–	Sell	-4,828	Closed	-$433K	–	219
2023 Q3	$433K	Buy	+4,828	New	+$406K	0.2%	114

Other funds holding APO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Triumph Capital Management's APO Position: Q3 2026 in Review

Triumph Capital Management increased its Apollo Global Management (APO) stake by 71% in Q3 2026, buying an estimated $635 and bringing the position to 12 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Triumph Capital Management first reported a position in APO in Q3 2023 and has held it in 10 quarters since. The position peaked at $999K in Q3 2024. 749 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Triumph Capital Management held 12 shares of Apollo Global Management worth $1.39K as of Q3 2026.
Triumph Capital Management bought 5 Apollo Global Management shares in Q3 2026, an estimated $635.
Apollo Global Management made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1656 holding.
Triumph Capital Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 10 quarters since.
Triumph Capital Management's Apollo Global Management position peaked at $999K in Q3 2024.
749 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.