Applied Finance Capital Management’s Apollo Global Management APO Stock Holding History

Applied Finance Capital 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
2025 Q4	–	Sell	-6,676	Closed	-$890K	–	230
2025 Q3	$890K	Sell	6,676 -1,948	-23%	-$276K	0.06%	120
2025 Q2	$1.22M	Buy	+8,624	New	+$1.14M	0.08%	96
2025 Q1	–	Sell	-7,841	Closed	-$1.3M	–	298
2024 Q4	$1.3M	Buy	7,841 +233	+3%	+$36.9K	0.06%	86
2024 Q3	$950K	Sell	7,608 -234	-3%	-$27K	0.04%	123
2024 Q2	$926K	Buy	+7,842	New	+$890K	0.04%	109

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Applied Finance Capital Management's APO Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 6,676 shares — an estimated $890K sold.

Applied Finance Capital Management first reported a position in APO in Q2 2024 and held it in 5 quarters. The position peaked at $1.3M in Q4 2024. 1,209 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Applied Finance Capital Management reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Applied Finance Capital Management sold 6,676 Apollo Global Management shares in Q4 2025, an estimated $890K.
Applied Finance Capital Management first reported a position in Apollo Global Management in Q2 2024 and held it in 5 quarters.
Applied Finance Capital Management's Apollo Global Management position peaked at $1.3M in Q4 2024.
1,209 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.