Allen Investment Management’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $132M | Sell |
1,118,010
-1,099,611
| -50% | -$138M | 1.57% | 21 |
|
|
2026
Q1 | $247M | Sell |
2,217,621
-200,557
| -8% | -$24.9M | 3.05% | 11 |
|
|
2025
Q4 | $350M | Sell |
2,418,178
-183,082
| -7% | -$24.3M | 3.88% | 9 |
|
|
2025
Q3 | $347M | Sell |
2,601,260
-257,326
| -9% | -$36.4M | 3.85% | 9 |
|
|
2025
Q2 | $406M | Buy |
2,858,586
+217,543
| +8% | +$28.8M | 4.42% | 8 |
|
|
2025
Q1 | $362M | Buy |
2,641,043
+333,428
| +14% | +$51.3M | 4.22% | 10 |
|
|
2024
Q4 | $381M | Buy |
2,307,615
+2,200,625
| +2,057% | +$349M | 4.4% | 10 |
|
|
2024
Q3 | $13.4M | Buy |
106,990
+28,672
| +37% | +$3.31M | 0.16% | 69 |
|
|
2024
Q2 | $9.25M | Hold |
78,318
| – | – | 0.11% | 71 |
|
|
2024
Q1 | $8.81M | Hold |
78,318
| – | – | 0.11% | 70 |
|
|
2023
Q4 | $7.3M | Buy |
78,318
+82
| +0.1% | +$7.24K | 0.1% | 77 |
|
|
2023
Q3 | $7.02M | Buy |
78,236
+38,288
| +96% | +$3.22M | 0.1% | 71 |
|
|
2023
Q2 | $3.07M | Hold |
39,948
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $2.52M | Buy |
39,948
+35,448
| +788% | +$2.37M | 0.04% | 90 |
|
|
2022
Q4 | $287K | Hold |
4,500
| – | – | ﹤0.01% | 193 |
|
|
2022
Q3 | $209K | Hold |
4,500
| – | – | ﹤0.01% | 207 |
|
|
2022
Q2 | $218K | Hold |
4,500
| – | – | ﹤0.01% | 218 |
|
|
2022
Q1 | $279K | Hold |
4,500
| – | – | ﹤0.01% | 216 |
|
|
2021
Q4 | $326K | Hold |
4,500
| – | – | ﹤0.01% | 214 |
|
|
2021
Q3 | $277K | Hold |
4,500
| – | – | ﹤0.01% | 182 |
|
|
2021
Q2 | $280K | Hold |
4,500
| – | – | ﹤0.01% | 170 |
|
|
2021
Q1 | $212K | Hold |
4,500
| – | – | ﹤0.01% | 185 |
|
|
2020
Q4 | $220K | Hold |
4,500
| – | – | ﹤0.01% | 182 |
|
|
2020
Q3 | $201K | Hold |
4,500
| – | – | ﹤0.01% | 175 |
|
|
2020
Q2 | $225K | Buy |
+4,500
| New | +$197K | ﹤0.01% | 166 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$215K | – | 175 |
|
|
2019
Q4 | $215K | Sell |
4,500
-24,999
| -85% | -$1.07M | 0.01% | 171 |
|
|
2019
Q3 | $1.12M | Sell |
29,499
-11,806
| -29% | -$430K | 0.03% | 104 |
|
|
2019
Q2 | $1.42M | Hold |
41,305
| – | – | 0.04% | 101 |
|
|
2019
Q1 | $1.17M | Buy |
41,305
+589
| +1% | +$16.7K | 0.04% | 101 |
|
|
2018
Q4 | $999K | Hold |
40,716
| – | – | 0.04% | 93 |
|
|
2018
Q3 | $1.41M | Hold |
40,716
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $1.3M | Sell |
40,716
-1,970
| -5% | -$60.2K | 0.05% | 94 |
|
|
2018
Q1 | $1.26M | Buy |
42,686
+11,806
| +38% | +$397K | 0.05% | 85 |
|
|
2017
Q4 | $1.03M | Buy |
+30,880
| New | +$968K | 0.05% | 91 |
|
Other funds holding APO
NPT
Allen Investment Management's APO Position: Q2 2026 in Review
Allen Investment Management reduced its Apollo Global Management (APO) stake by 50% in Q2 2026, selling an estimated $138M and leaving 1,118,010 shares worth $132M. The position accounts for 1.57% of the portfolio, ranked #21.
Allen Investment Management first reported a position in APO in Q4 2017 and has held it in 34 quarters since. The position peaked at $406M in Q2 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.
- Allen Investment Management held 1,118,010 shares of Apollo Global Management worth $132M as of Q2 2026.
- Allen Investment Management sold 1,099,611 Apollo Global Management shares in Q2 2026, an estimated $138M.
- Apollo Global Management made up 1.57% of Allen Investment Management's portfolio in Q2 2026, its #21 holding.
- Allen Investment Management first reported a position in Apollo Global Management in Q4 2017 and has held it in 34 quarters since.
- Allen Investment Management's Apollo Global Management position peaked at $406M in Q2 2025.
- 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.
Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.