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Basepoint Wealth’s Apollo Global Management APO Stock Holding History

Basepoint Wealth’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 		$13.7K Buy
123
+1
+0.8% +$124 0.01% 366
2025
Q4 		$17.7K Buy
+122
New +$16.2K 0.01% 340

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

Basepoint Wealth's APO Position: Q1 2026 in Review

Basepoint Wealth increased its Apollo Global Management (APO) stake by 0.82% in Q1 2026, buying an estimated $124 and bringing the position to 123 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #366.

Basepoint Wealth first reported a position in APO in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.7K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Basepoint Wealth held 123 shares of Apollo Global Management worth $13.7K as of Q1 2026.
  • Basepoint Wealth bought 1 Apollo Global Management share in Q1 2026, an estimated $124.
  • Apollo Global Management made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #366 holding.
  • Basepoint Wealth first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Apollo Global Management position peaked at $17.7K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.