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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Triumph Capital Management's APO Position: Q2 2026 in Review

Triumph Capital Management reduced its Apollo Global Management (APO) stake by 76% in Q2 2026, selling an estimated $2.77K and leaving 7 shares worth $828. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Triumph Capital Management first reported a position in APO in Q3 2023 and has held it in 9 quarters since. The position peaked at $999K in Q3 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Triumph Capital Management held 7 shares of Apollo Global Management worth $828 as of Q2 2026.
Triumph Capital Management sold 22 Apollo Global Management shares in Q2 2026, an estimated $2.77K.
Apollo Global Management made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1684 holding.
Triumph Capital Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 9 quarters since.
Triumph Capital Management's Apollo Global Management position peaked at $999K in Q3 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.