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 Q2	$272K	Hold	2,300	–	–	0.08%	106
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

AXS Investments's APO Position: Q2 2026 in Review

AXS Investments held its Apollo Global Management (APO) position steady in Q2 2026 at 2,300 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #106.

AXS Investments first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q3 2023. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

AXS Investments held 2,300 shares of Apollo Global Management worth $272K as of Q2 2026.
AXS Investments left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.08% of AXS Investments's portfolio in Q2 2026, its #106 holding.
AXS Investments first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
AXS Investments's Apollo Global Management position peaked at $1.28M in Q3 2023.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.