Abacus Planning Group’s Apollo Global Management APO Stock Holding History

Abacus Planning Group’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 Q2	$347K	Buy	2,937 +3	+0.1%	+$377	0.04%	183
2026 Q1	$327K	Buy	2,934 +42	+1%	+$5.21K	0.04%	189
2025 Q4	$419K	Buy	2,892 +50	+2%	+$6.64K	0.06%	159
2025 Q3	$379K	Buy	2,842 +49	+2%	+$6.94K	0.05%	160
2025 Q2	$396K	Sell	2,793 -163	-6%	-$21.6K	0.06%	148
2025 Q1	$405K	Buy	2,956 +136	+5%	+$20.9K	0.07%	138
2024 Q4	$466K	Hold	2,820	–	–	0.08%	123
2024 Q3	$352K	Hold	2,820	–	–	0.06%	149
2024 Q2	$333K	Hold	2,820	–	–	0.06%	139
2024 Q1	$317K	Hold	2,820	–	–	0.06%	143
2023 Q4	$263K	Hold	2,820	–	–	0.06%	159
2023 Q3	$253K	Hold	2,820	–	–	0.06%	151
2023 Q2	$217K	Buy	+2,820	New	+$189K	0.05%	176
2022 Q3	–	Sell	-4,215	Closed	-$204K	–	183
2022 Q2	$204K	Hold	4,215	–	–	0.06%	172
2022 Q1	$261K	Buy	+4,215	New	+$277K	0.07%	168

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Abacus Planning Group's APO Position: Q2 2026 in Review

Abacus Planning Group increased its Apollo Global Management (APO) stake by 0.1% in Q2 2026, buying an estimated $377 and bringing the position to 2,937 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #183.

Abacus Planning Group first reported a position in APO in Q1 2022 and has held it in 15 quarters since. The position peaked at $466K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Abacus Planning Group held 2,937 shares of Apollo Global Management worth $347K as of Q2 2026.
Abacus Planning Group bought 3 Apollo Global Management shares in Q2 2026, an estimated $377.
Apollo Global Management made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #183 holding.
Abacus Planning Group first reported a position in Apollo Global Management in Q1 2022 and has held it in 15 quarters since.
Abacus Planning Group's Apollo Global Management position peaked at $466K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.