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AXS Investments’s Apollo Global Management APO Stock Holding History

AXS Investments’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 		$256K Hold
2,300
– – 0.1% 110
2025
Q4 		$333K Hold
2,300
– – 0.11% 114
2025
Q3 		$307K Hold
2,300
– – 0.1% 115
2025
Q2 		$326K Hold
2,300
– – 0.13% 130
2025
Q1 		$315K Hold
2,300
– – 0.09% 194
2024
Q4 		$380K Hold
2,300
– – 0.11% 201
2024
Q3 		$287K Hold
2,300
– – 0.08% 214
2024
Q2 		$272K Sell
2,300
-5,400
-70% -$613K 0.08% 214
2024
Q1 		$866K Sell
7,700
-2,300
-23% -$243K 0.21% 174
2023
Q4 		$932K Sell
10,000
-4,265
-30% -$377K 0.22% 164
2023
Q3 		$1.28M Buy
+14,265
New +$1.2M 0.33% 91

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