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Annis Gardner Whiting Capital Advisors’s Apollo Global Management APO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$349K Sell
3,129
-98
-3% -$12.1K 0.06% 235
2025
Q4 		$467K Buy
3,227
+3,057
+1,798% +$406K 0.09% 186
2025
Q3 		$22.7K Buy
170
+31
+22% +$4.39K ﹤0.01% 594
2025
Q2 		$19.7K Buy
139
+82
+144% +$10.9K 0.01% 574
2025
Q1 		$7.81K Sell
57
-10
-15% -$1.54K ﹤0.01% 575
2024
Q4 		$11.1K Buy
67
+10
+18% +$1.58K ﹤0.01% 522
2024
Q3 		$7.12K Hold
57
– – ﹤0.01% 595
2024
Q2 		$6.73K Hold
57
– – ﹤0.01% 735
2024
Q1 		$6.41K Hold
57
– – ﹤0.01% 732
2023
Q4 		$5.31K Hold
57
– – ﹤0.01% 542
2023
Q3 		$5.12K Buy
+57
New +$4.79K ﹤0.01% 525

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

Annis Gardner Whiting Capital Advisors's APO Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Apollo Global Management (APO) stake by 3% in Q1 2026, selling an estimated $12.1K and leaving 3,129 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #235.

Annis Gardner Whiting Capital Advisors first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $467K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 3,129 shares of Apollo Global Management worth $349K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 98 Apollo Global Management shares in Q1 2026, an estimated $12.1K.
  • Apollo Global Management made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #235 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Apollo Global Management position peaked at $467K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.