Washington Trust’s Apollo Global Management APO Stock Holding History

Washington Trust’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	–	Sell	-2,130	Closed	-$308K	–	283
2025 Q4	$308K	Buy	2,130 +400	+23%	+$53.1K	0.01%	237
2025 Q3	$231K	Buy	+1,730	New	+$245K	0.01%	262
2025 Q2	–	Sell	-757	Closed	-$104K	–	281
2025 Q1	$104K	Hold	757	–	–	﹤0.01%	321
2024 Q4	$125K	Hold	757	–	–	﹤0.01%	321
2024 Q3	$94.6K	Hold	757	–	–	﹤0.01%	359
2024 Q2	$89.4K	Buy	757 +57	+8%	+$6.47K	﹤0.01%	360
2024 Q1	$78.7K	Hold	700	–	–	﹤0.01%	390
2023 Q4	$65.2K	Hold	700	–	–	﹤0.01%	388
2023 Q3	$62.8K	Hold	700	–	–	﹤0.01%	358
2023 Q2	$53.8K	Hold	700	–	–	﹤0.01%	407
2023 Q1	$44.2K	Hold	700	–	–	﹤0.01%	432
2022 Q4	$44.7K	Hold	700	–	–	﹤0.01%	418
2022 Q3	$33K	Hold	700	–	–	﹤0.01%	456
2022 Q2	$34K	Buy	+700	New	+$38.1K	﹤0.01%	461
2022 Q1	–	Sell	-700	Closed	-$51K	–	931
2021 Q4	$51K	Buy	700 +300	+75%	+$21.6K	﹤0.01%	432
2021 Q3	$25K	Hold	400	–	–	﹤0.01%	637
2021 Q2	$25K	Buy	+400	New	+$22.2K	﹤0.01%	653

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Washington Trust's APO Position: Q1 2026 in Review

Washington Trust sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,130 shares — an estimated $308K sold.

Washington Trust first reported a position in APO in Q2 2021 and held it in 17 quarters. The position peaked at $308K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Washington Trust reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Washington Trust sold 2,130 Apollo Global Management shares in Q1 2026, an estimated $308K.
Washington Trust first reported a position in Apollo Global Management in Q2 2021 and held it in 17 quarters.
Washington Trust's Apollo Global Management position peaked at $308K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

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