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Washington Trust Advisors’s Apollo Global Management APO Stock Holding History

Washington Trust Advisors’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
Q1 		$33K Sell
296
-76
-20% -$9.42K ﹤0.01% 398
2025
Q4 		$53.9K Buy
372
+118
+46% +$15.7K ﹤0.01% 352
2025
Q3 		$33.9K Hold
254
– – ﹤0.01% 391
2025
Q2 		$36K Buy
254
+7
+3% +$928 ﹤0.01% 351
2025
Q1 		$33.8K Sell
247
-12
-5% -$1.84K ﹤0.01% 352
2024
Q4 		$42.8K Sell
259
-145
-36% -$23K ﹤0.01% 343
2024
Q3 		$50.5K Sell
404
-16
-4% -$1.85K ﹤0.01% 317
2024
Q2 		$49.6K Sell
420
-4
-0.9% -$454 ﹤0.01% 322
2024
Q1 		$47.7K Sell
424
-38
-8% -$4.01K ﹤0.01% 318
2023
Q4 		$43.1K Buy
462
+4
+0.9% +$353 ﹤0.01% 329
2023
Q3 		$41.1K Hold
458
– – ﹤0.01% 326
2023
Q2 		$35.2K Buy
458
+22
+5% +$1.47K ﹤0.01% 329
2023
Q1 		$27.5K Sell
436
-3
-0.7% -$201 ﹤0.01% 376
2022
Q4 		$28K Sell
439
-260
-37% -$15.4K ﹤0.01% 377
2022
Q3 		$33K Buy
699
+23
+3% +$1.26K ﹤0.01% 445
2022
Q2 		$33K Buy
676
+104
+18% +$5.66K ﹤0.01% 458
2022
Q1 		$35K Buy
572
+31
+6% +$2.04K ﹤0.01% 494
2021
Q4 		$39K Buy
+541
New +$39K ﹤0.01% 516

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Washington Trust Advisors's APO Position: Q1 2026 in Review

Washington Trust Advisors reduced its Apollo Global Management (APO) stake by 20% in Q1 2026, selling an estimated $9.42K and leaving 296 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Washington Trust Advisors first reported a position in APO in Q4 2021 and has held it in 18 quarters since. The position peaked at $53.9K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Washington Trust Advisors held 296 shares of Apollo Global Management worth $33K as of Q1 2026.
  • Washington Trust Advisors sold 76 Apollo Global Management shares in Q1 2026, an estimated $9.42K.
  • Apollo Global Management made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #398 holding.
  • Washington Trust Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Apollo Global Management position peaked at $53.9K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.