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

Trust 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	$602K	Buy	5,085 +113	+2%	+$14.2K	0.04%	137
2026 Q1	$554K	Hold	4,972	–	–	0.04%	134
2025 Q4	$720K	Sell	4,972 -175	-3%	-$23.2K	0.05%	113
2025 Q3	$686K	Hold	5,147	–	–	0.05%	119
2025 Q2	$730K	Hold	5,147	–	–	0.05%	114
2025 Q1	$705K	Buy	+5,147	New	+$791K	0.06%	112

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

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

Trust Asset Management increased its Apollo Global Management (APO) stake by 2.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 5,085 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #137.

Trust Asset Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $730K in Q2 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Trust Asset Management held 5,085 shares of Apollo Global Management worth $602K as of Q2 2026.
Trust Asset Management bought 113 Apollo Global Management shares in Q2 2026, an estimated $14.2K.
Apollo Global Management made up 0.04% of Trust Asset Management's portfolio in Q2 2026, its #137 holding.
Trust Asset Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
Trust Asset Management's Apollo Global Management position peaked at $730K in Q2 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.