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Vaughan & Co Securities’s Apollo Global Management APO Stock Holding History

Vaughan & Co Securities’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 		$367K Sell
3,098
-140
-4% -$17.6K 0.17% 48
2026
Q1 		$361K Sell
3,238
-20
-0.6% -$2.48K 0.19% 49
2025
Q4 		$472K Sell
3,258
-89
-3% -$11.8K 0.24% 43
2025
Q3 		$446K Buy
3,347
+666
+25% +$94.3K 0.24% 45
2025
Q2 		$380K Sell
2,681
-6
-0.2% -$796 0.22% 51
2025
Q1 		$368K Sell
2,687
-1,473
-35% -$227K 0.23% 50
2024
Q4 		$687K Sell
4,160
-125
-3% -$19.8K 0.41% 33
2024
Q3 		$535K Sell
4,285
-90
-2% -$10.4K 0.32% 45
2024
Q2 		$517K Sell
4,375
-790
-15% -$89.6K 0.33% 46
2024
Q1 		$581K Sell
5,165
-533
-9% -$56.2K 0.37% 39
2023
Q4 		$531K Sell
5,698
-665
-10% -$58.7K 0.36% 43
2023
Q3 		$571K Sell
6,363
-39
-0.6% -$3.28K 0.42% 35
2023
Q2 		$492K Hold
6,402
– – 0.35% 45
2023
Q1 		$404K Sell
6,402
-4,122
-39% -$276K 0.3% 49
2022
Q4 		$671K Sell
10,524
-259
-2% -$15.4K 0.53% 34
2022
Q3 		$501K Buy
10,783
+6,317
+141% +$347K 0.43% 40
2022
Q2 		$217K Hold
4,466
– – 0.17% 50
2022
Q1 		$277K Hold
4,466
– – 0.19% 52
2021
Q4 		$323K Sell
4,466
-3,665
-45% -$264K 0.22% 49
2021
Q3 		$501K Hold
8,131
– – 0.37% 41
2021
Q2 		$506K Hold
8,131
– – 0.37% 40
2021
Q1 		$382K Sell
8,131
-210
-3% -$10.2K 0.31% 44
2020
Q4 		$409K Sell
8,341
-1,171
-12% -$52.3K 0.36% 39
2020
Q3 		$426K Hold
9,512
– – 0.44% 31
2020
Q2 		$475K Buy
+9,512
New +$417K 0.52% 26

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Vaughan & Co Securities's APO Position: Q2 2026 in Review

Vaughan & Co Securities reduced its Apollo Global Management (APO) stake by 4.3% in Q2 2026, selling an estimated $17.6K and leaving 3,098 shares worth $367K. The position accounts for 0.17% of the portfolio, ranked #48.

Vaughan & Co Securities first reported a position in APO in Q2 2020 and has held it in 25 quarters since. The position peaked at $687K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Vaughan & Co Securities held 3,098 shares of Apollo Global Management worth $367K as of Q2 2026.
  • Vaughan & Co Securities sold 140 Apollo Global Management shares in Q2 2026, an estimated $17.6K.
  • Apollo Global Management made up 0.17% of Vaughan & Co Securities's portfolio in Q2 2026, its #48 holding.
  • Vaughan & Co Securities first reported a position in Apollo Global Management in Q2 2020 and has held it in 25 quarters since.
  • Vaughan & Co Securities's Apollo Global Management position peaked at $687K in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Vaughan & Co Securities's 13F filing for Q2 2026, filed 3 Aug 2026.