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Allen Capital Group’s Apollo Global Management APO Stock Holding History

Allen Capital 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
Q1 		$2.58M Buy
23,168
+1,284
+6% +$159K 0.23% 88
2025
Q4 		$3.17M Buy
21,884
+1,329
+6% +$177K 0.29% 76
2025
Q3 		$2.74M Buy
20,555
+1,592
+8% +$225K 0.26% 86
2025
Q2 		$2.69M Buy
+18,963
New +$2.51M 0.28% 78

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allen Capital Group's APO Position: Q1 2026 in Review

Allen Capital Group increased its Apollo Global Management (APO) stake by 5.9% in Q1 2026, buying an estimated $159K and bringing the position to 23,168 shares worth $2.58M. The position accounts for 0.23% of the portfolio, ranked #88.

Allen Capital Group first reported a position in APO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.17M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Allen Capital Group held 23,168 shares of Apollo Global Management worth $2.58M as of Q1 2026.
  • Allen Capital Group bought 1,284 Apollo Global Management shares in Q1 2026, an estimated $159K.
  • Apollo Global Management made up 0.23% of Allen Capital Group's portfolio in Q1 2026, its #88 holding.
  • Allen Capital Group first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
  • Allen Capital Group's Apollo Global Management position peaked at $3.17M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.