Abbot Financial Management, Inc.
Position in APO — Apollo Global Management, Inc.
CIK 1714341
ANDOVER, MA
Position in APO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$568,242
-$170,034 QoQ
Shares Held
5,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Abbot Financial Management, Inc. holds $6,231,702 across 5 Asset Management names. APO ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
31,936 | $3,672,320 | |
| 2 | STT |
State Street Corp
|
10,210 | $1,292,177 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
5,100 | $568,242 | |
| 4 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
15,470 | $383,191 | |
| 5 | PNNT |
Pennantpark Investment Corp
|
70,328 | $315,772 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $568,242 | 5,100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $738,276 | 5,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $679,677 | 5,100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $723,537 | 5,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $698,394 | 5,100 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $842,316 | 5,100 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $637,041 | 5,100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $602,157 | 5,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $573,495 | 5,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $475,269 | 5,100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $466,752 | 5,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $399,412 | 5,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $328,432 | 5,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $331,708 | 5,200 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $241,800 | 5,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,096 | 5,200 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $322,348 | 5,200 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||