Wellington Shields Capital Management’s Apollo Global Management APO Stock Holding History

Wellington Shields 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 Q1	$6.15M	Sell	55,222 -20,199	-27%	-$2.5M	0.92%	24
2025 Q4	$10.9M	Buy	75,421 +3,690	+5%	+$490K	1.59%	14
2025 Q3	$9.56M	Buy	71,731 +6,810	+10%	+$964K	1.45%	15
2025 Q2	$9.21M	Buy	64,921 +1,371	+2%	+$182K	1.56%	13
2025 Q1	$8.7M	Buy	63,550 +10,227	+19%	+$1.57M	1.58%	14
2024 Q4	$8.81M	Buy	53,323 +1,099	+2%	+$174K	1.56%	16
2024 Q3	$6.52M	Buy	52,224 +956	+2%	+$110K	1.13%	19
2024 Q2	$6.05M	Buy	51,268 +573	+1%	+$65K	1.1%	18
2024 Q1	$5.7M	Buy	50,695 +3,487	+7%	+$368K	1.07%	21
2023 Q4	$4.4M	Sell	47,208 -3,704	-7%	-$327K	0.55%	23
2023 Q3	$4.57M	Sell	50,912 -31	-0.1%	-$2.61K	0.6%	21
2023 Q2	$3.91M	Buy	50,943 +749	+1%	+$50.1K	0.48%	26
2023 Q1	$3.17M	Buy	50,194 +2,844	+6%	+$190K	0.38%	29
2022 Q4	$3.02M	Buy	47,350 +159	+0.3%	+$9.44K	0.37%	38
2022 Q3	$2.19M	Buy	47,191 +18,741	+66%	+$1.03M	0.52%	48
2022 Q2	$1.38M	Buy	28,450 +24,100	+554%	+$1.31M	0.17%	81
2022 Q1	$270K	Hold	4,350	–	–	0.03%	229
2021 Q4	$315K	Hold	4,350	–	–	0.04%	251
2021 Q3	$268K	Buy	+4,350	New	+$261K	0.04%	233
2020 Q1	–	Sell	-19,520	Closed	-$931K	–	232
2019 Q4	$931K	Sell	19,520 -430	-2%	-$18.3K	0.14%	127
2019 Q3	$755K	Buy	+19,950	New	+$726K	0.12%	146

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

Wellington Shields Capital Management's APO Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its Apollo Global Management (APO) stake by 27% in Q1 2026, selling an estimated $2.5M and leaving 55,222 shares worth $6.15M. The position accounts for 0.92% of the portfolio, ranked #24.

Wellington Shields Capital Management first reported a position in APO in Q3 2019 and has held it in 21 quarters since. The position peaked at $10.9M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Wellington Shields Capital Management held 55,222 shares of Apollo Global Management worth $6.15M as of Q1 2026.
Wellington Shields Capital Management sold 20,199 Apollo Global Management shares in Q1 2026, an estimated $2.5M.
Apollo Global Management made up 0.92% of Wellington Shields Capital Management's portfolio in Q1 2026, its #24 holding.
Wellington Shields Capital Management first reported a position in Apollo Global Management in Q3 2019 and has held it in 21 quarters since.
Wellington Shields Capital Management's Apollo Global Management position peaked at $10.9M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.