WhitTier Trust Company’s Apollo Global Management APO Stock Holding History

WhitTier Trust Company’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	$78.6K	Buy	741 +195	+36%	+$24.2K	﹤0.01%	641
2025 Q4	$83.4K	Sell	546 -4	-0.7%	-$531	﹤0.01%	615
2025 Q3	$69.2K	Sell	550 -46	-8%	-$6.51K	﹤0.01%	625
2025 Q2	$84.6K	Hold	596	–	–	﹤0.01%	662
2025 Q1	$81.6K	Sell	596 -1	-0.2%	-$154	﹤0.01%	653
2024 Q4	$98.6K	Sell	597 -32	-5%	-$5.07K	﹤0.01%	612
2024 Q3	$78.6K	Sell	629 -13	-2%	-$1.5K	﹤0.01%	649
2024 Q2	$75.8K	Sell	642 -9	-1%	-$1.02K	﹤0.01%	610
2024 Q1	$73.2K	Sell	651 -23	-3%	-$2.43K	﹤0.01%	617
2023 Q4	$62.8K	Hold	674	–	–	﹤0.01%	643
2023 Q3	$60.5K	Buy	674 +128	+23%	+$10.8K	﹤0.01%	617
2023 Q2	$41.9K	Hold	546	–	–	﹤0.01%	716
2023 Q1	$34.5K	Hold	546	–	–	﹤0.01%	740
2022 Q4	$34.8K	Buy	546 +46	+9%	+$2.73K	﹤0.01%	735
2022 Q3	$23K	Hold	500	–	–	﹤0.01%	793
2022 Q2	$24K	Hold	500	–	–	﹤0.01%	789
2022 Q1	$31K	Hold	500	–	–	﹤0.01%	742
2021 Q4	$36K	Hold	500	–	–	﹤0.01%	720
2021 Q3	$31K	Buy	+500	New	+$30K	﹤0.01%	752
2021 Q2	–	Sell	-500	Closed	-$24K	–	992
2021 Q1	$24K	Hold	500	–	–	﹤0.01%	754
2020 Q4	$24K	Hold	500	–	–	﹤0.01%	734
2020 Q3	$22K	Hold	500	–	–	﹤0.01%	725
2020 Q2	$25K	Hold	500	–	–	﹤0.01%	688
2020 Q1	$17K	Buy	+500	New	+$21.5K	﹤0.01%	718
2018 Q4	–	Sell	-1,750	Closed	-$60K	–	1048
2018 Q3	$60K	Hold	1,750	–	–	﹤0.01%	579
2018 Q2	$56K	Sell	1,750 -500	-22%	-$15.3K	﹤0.01%	586
2018 Q1	$67K	Hold	2,250	–	–	0.01%	553
2017 Q4	$75K	Buy	2,250 +250	+13%	+$7.83K	0.01%	521
2017 Q3	$60K	Buy	+2,000	New	+$57.6K	0.01%	513

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

WhitTier Trust Company's APO Position: Q1 2026 in Review

WhitTier Trust Company increased its Apollo Global Management (APO) stake by 36% in Q1 2026, buying an estimated $24.2K and bringing the position to 741 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

WhitTier Trust Company first reported a position in APO in Q3 2017 and has held it in 29 quarters since. The position peaked at $98.6K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

WhitTier Trust Company held 741 shares of Apollo Global Management worth $78.6K as of Q1 2026.
WhitTier Trust Company bought 195 Apollo Global Management shares in Q1 2026, an estimated $24.2K.
Apollo Global Management made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #641 holding.
WhitTier Trust Company first reported a position in Apollo Global Management in Q3 2017 and has held it in 29 quarters since.
WhitTier Trust Company's Apollo Global Management position peaked at $98.6K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.