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 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 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

Access Investment Management's APO Position: Q1 2026 in Review

Access Investment Management reduced its Apollo Global Management (APO) stake by 0.98% in Q1 2026, selling an estimated $174K and leaving 141,409 shares worth $15.8M. The position accounts for 4.19% of the portfolio, ranked #4.

Access Investment Management first reported a position in APO in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.5M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Access Investment Management held 141,409 shares of Apollo Global Management worth $15.8M as of Q1 2026.
Access Investment Management sold 1,403 Apollo Global Management shares in Q1 2026, an estimated $174K.
Apollo Global Management made up 4.19% of Access Investment Management's portfolio in Q1 2026, its #4 holding.
Access Investment Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 9 quarters since.
Access Investment Management's Apollo Global Management position peaked at $23.5M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.