BOLTON SECURITIES CORPORATION’s Apollo Global Management APO Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$339K	Sell	2,922 -804	-22%	-$102K	0.01%	712
2026 Q2	$441K	Buy	3,726 +3,008	+419%	+$378K	0.02%	646
2026 Q1	$80K	Buy	+718	New	+$89K	﹤0.01%	1109
2025 Q3	$89K	Buy	+668	New	+$94.6K	﹤0.01%	1010
2025 Q1	$34.9K	Buy	+255	New	+$39.2K	﹤0.01%	1140

Other funds holding APO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's APO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Apollo Global Management (APO) stake by 22% in Q3 2026, selling an estimated $102K and leaving 2,922 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #712.

BOLTON SECURITIES CORPORATION first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $441K in Q2 2026. 772 funds tracked by Wall St. Rank hold APO as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,922 shares of Apollo Global Management worth $339K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 804 Apollo Global Management shares in Q3 2026, an estimated $102K.
Apollo Global Management made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #712 holding.
BOLTON SECURITIES CORPORATION first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Apollo Global Management position peaked at $441K in Q2 2026.
772 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.