Advisors Asset Management’s Apollo Global Management APO Stock Holding History

Advisors Asset 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	$3.72M	Buy	33,411 +3,614	+12%	+$448K	0.06%	407
2025 Q4	$4.31M	Buy	29,797 +1,461	+5%	+$194K	0.07%	362
2025 Q3	$3.78M	Buy	28,336 +574	+2%	+$81.3K	0.06%	406
2025 Q2	$3.94M	Buy	27,762 +1,038	+4%	+$138K	0.07%	379
2025 Q1	$3.66M	Buy	26,724 +1,867	+8%	+$287K	0.07%	388
2024 Q4	$4.11M	Buy	24,857 +5,416	+28%	+$858K	0.08%	344
2024 Q3	$2.43M	Buy	19,441 +4,941	+34%	+$570K	0.04%	508
2024 Q2	$1.71M	Buy	14,500 +3,539	+32%	+$402K	0.03%	573
2024 Q1	$1.23M	Buy	10,961 +4,142	+61%	+$437K	0.02%	692
2023 Q4	$635K	Buy	+6,819	New	+$602K	0.01%	831

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

Advisors Asset Management's APO Position: Q1 2026 in Review

Advisors Asset Management increased its Apollo Global Management (APO) stake by 12% in Q1 2026, buying an estimated $448K and bringing the position to 33,411 shares worth $3.72M. The position accounts for 0.06% of the portfolio, ranked #407.

Advisors Asset Management first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.31M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Advisors Asset Management held 33,411 shares of Apollo Global Management worth $3.72M as of Q1 2026.
Advisors Asset Management bought 3,614 Apollo Global Management shares in Q1 2026, an estimated $448K.
Apollo Global Management made up 0.06% of Advisors Asset Management's portfolio in Q1 2026, its #407 holding.
Advisors Asset Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
Advisors Asset Management's Apollo Global Management position peaked at $4.31M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.