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Access Investment Management’s Apollo Global Management APO Stock Holding History

Access Investment 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
Q2 		$16.7M Buy
141,562
+153
+0.1% +$19.2K 4.29% 4
2026
Q1 		$15.8M Sell
141,409
-1,403
-1% -$174K 4.19% 4
2025
Q4 		$19M Hold
142,812
– – 5.11% 3
2025
Q3 		$19M Buy
142,812
+145
+0.1% +$20.5K 5.11% 3
2025
Q2 		$20.2M Buy
+142,667
New +$18.9M 5.76% 3
2024
Q4 		$23.5M Buy
142,477
+125
+0.1% +$19.8K 6.82% 1
2024
Q3 		$17.8M Buy
142,352
+25
+0% +$2.89K 5.41% 2
2024
Q2 		$16.8M Buy
142,327
+140
+0.1% +$15.9K 5.46% 2
2024
Q1 		$16M Buy
142,187
+20
+0% +$2.11K 5.28% 4
2023
Q4 		$13.2M Buy
+142,167
New +$12.6M 4.94% 6

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Access Investment Management's APO Position: Q2 2026 in Review

Access Investment Management increased its Apollo Global Management (APO) stake by 0.11% in Q2 2026, buying an estimated $19.2K and bringing the position to 141,562 shares worth $16.7M. The position accounts for 4.29% of the portfolio, ranked #4.

Access Investment Management first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.5M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Access Investment Management held 141,562 shares of Apollo Global Management worth $16.7M as of Q2 2026.
  • Access Investment Management bought 153 Apollo Global Management shares in Q2 2026, an estimated $19.2K.
  • Apollo Global Management made up 4.29% of Access Investment Management's portfolio in Q2 2026, its #4 holding.
  • Access Investment Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's Apollo Global Management position peaked at $23.5M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.