AIS
APO icon

AM Investment Strategies’s Apollo Global Management APO Stock Holding History

AM Investment Strategies’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 		$8.28M Buy
69,972
+302
+0.4% +$38K 1.59% 16
2026
Q1 		$7.76M Buy
69,670
+1,906
+3% +$236K 1.71% 15
2025
Q4 		$9.81M Buy
67,764
+1,554
+2% +$206K 2.04% 13
2025
Q3 		$8.82M Buy
66,210
+241
+0.4% +$34.1K 1.92% 15
2025
Q2 		$9.36M Buy
65,969
+2,993
+5% +$397K 2.2% 12
2025
Q1 		$8.62M Buy
62,976
+6,338
+11% +$975K 2.09% 13
2024
Q4 		$9.35M Buy
56,638
+189
+0.3% +$29.9K 2.28% 10
2024
Q3 		$7.06M Buy
56,449
+189
+0.3% +$21.8K 1.72% 12
2024
Q2 		$6.64M Buy
56,260
+2,474
+5% +$281K 1.64% 12
2024
Q1 		$6.05M Buy
53,786
+209
+0.4% +$22.1K 1.54% 12
2023
Q4 		$4.99M Buy
53,577
+251
+0.5% +$22.2K 1.41% 14
2023
Q3 		$4.79M Buy
53,326
+269
+0.5% +$22.6K 1.55% 12
2023
Q2 		$4.08M Sell
53,057
-127
-0.2% -$8.49K 1.28% 14
2023
Q1 		$3.36M Sell
53,184
-127
-0.2% -$8.51K 1.15% 18
2022
Q4 		$3.4M Hold
53,311
– – 1.21% 20
2022
Q3 		$2.48M Buy
53,311
+975
+2% +$53.6K 0.91% 21
2022
Q2 		$2.54M Buy
52,336
+1,923
+4% +$105K 0.89% 23
2022
Q1 		$3.13M Sell
50,413
-169
-0.3% -$11.1K 0.83% 22
2021
Q4 		$3.66M Buy
50,582
+349
+0.7% +$25.2K 0.88% 22
2021
Q3 		$3.09M Buy
50,233
+422
+0.8% +$25.4K 0.81% 24
2021
Q2 		$3.1M Buy
49,811
+248
+0.5% +$13.8K 0.8% 23
2021
Q1 		$2.33M Buy
49,563
+537
+1% +$26.1K 0.65% 24
2020
Q4 		$2.4M Buy
49,026
+3,590
+8% +$160K 0.74% 25
2020
Q3 		$2.03M Buy
+45,436
New +$2.19M 0.71% 28

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

AM Investment Strategies's APO Position: Q2 2026 in Review

AM Investment Strategies increased its Apollo Global Management (APO) stake by 0.43% in Q2 2026, buying an estimated $38K and bringing the position to 69,972 shares worth $8.28M. The position accounts for 1.59% of the portfolio, ranked #16.

AM Investment Strategies first reported a position in APO in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.81M in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • AM Investment Strategies held 69,972 shares of Apollo Global Management worth $8.28M as of Q2 2026.
  • AM Investment Strategies bought 302 Apollo Global Management shares in Q2 2026, an estimated $38K.
  • Apollo Global Management made up 1.59% of AM Investment Strategies's portfolio in Q2 2026, its #16 holding.
  • AM Investment Strategies first reported a position in Apollo Global Management in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Apollo Global Management position peaked at $9.81M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.