BBR Partners’s Apollo Global Management APO Stock Holding History

BBR Partners’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	$2.77M	Buy	23,437 +36	+0.2%	+$4.53K	0.13%	72
2026 Q1	$2.61M	Sell	23,401 -1,454	-6%	-$180K	0.15%	62
2025 Q4	$3.6M	Sell	24,855 -1,860	-7%	-$247K	0.19%	51
2025 Q3	$3.56M	Buy	26,715 +10,700	+67%	+$1.51M	0.21%	50
2025 Q2	$2.27M	Hold	16,015	–	–	0.14%	69
2025 Q1	$2.19M	Hold	16,015	–	–	0.15%	59
2024 Q4	$2.65M	Buy	16,015 +8,689	+119%	+$1.38M	0.18%	53
2024 Q3	$915K	Hold	7,326	–	–	0.07%	94
2024 Q2	$865K	Hold	7,326	–	–	0.07%	87
2024 Q1	$824K	Hold	7,326	–	–	0.07%	101
2023 Q4	$683K	Hold	7,326	–	–	0.07%	87
2023 Q3	$658K	Hold	7,326	–	–	0.07%	82
2023 Q2	$563K	Hold	7,326	–	–	0.06%	95
2023 Q1	$463K	Hold	7,326	–	–	0.05%	96
2022 Q4	$467K	Hold	7,326	–	–	0.05%	109
2022 Q3	$341K	Hold	7,326	–	–	0.04%	130
2022 Q2	$355K	Buy	7,326 +428	+6%	+$23.3K	0.04%	160
2022 Q1	$428K	Hold	6,898	–	–	0.04%	148
2021 Q4	$500K	Buy	+6,898	New	+$498K	0.06%	120
2021 Q2	–	Sell	-8,456	Closed	-$398K	–	199
2021 Q1	$398K	Buy	8,456 +509	+6%	+$24.8K	0.03%	143
2020 Q4	$389K	Buy	+7,947	New	+$355K	0.03%	126
2020 Q3	–	Sell	-7,947	Closed	-$397K	–	184
2020 Q2	$397K	Hold	7,947	–	–	0.05%	115
2020 Q1	$266K	Hold	7,947	–	–	0.04%	118
2019 Q4	$379K	Sell	7,947 -2,061	-21%	-$87.9K	0.04%	128
2019 Q3	$379K	Hold	10,008	–	–	0.06%	88
2019 Q2	$343K	Hold	10,008	–	–	0.05%	89
2019 Q1	$283K	Buy	+10,008	New	+$285K	0.04%	115
2018 Q4	–	Sell	-7,707	Closed	-$266K	–	138
2018 Q3	$266K	Buy	+7,707	New	+$269K	0.04%	95

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 $3.37T AUM 44.26% 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

BBR Partners's APO Position: Q2 2026 in Review

BBR Partners increased its Apollo Global Management (APO) stake by 0.15% in Q2 2026, buying an estimated $4.53K and bringing the position to 23,437 shares worth $2.77M. The position accounts for 0.13% of the portfolio, ranked #72.

BBR Partners first reported a position in APO in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.6M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

BBR Partners held 23,437 shares of Apollo Global Management worth $2.77M as of Q2 2026.
BBR Partners bought 36 Apollo Global Management shares in Q2 2026, an estimated $4.53K.
Apollo Global Management made up 0.13% of BBR Partners's portfolio in Q2 2026, its #72 holding.
BBR Partners first reported a position in Apollo Global Management in Q3 2018 and has held it in 28 quarters since.
BBR Partners's Apollo Global Management position peaked at $3.6M in Q4 2025.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.