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Biltmore Family Office’s Apollo Global Management APO Stock Holding History

Biltmore Family Office’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 		$2.02M Buy
17,104
+99
+0.6% +$12.4K 0.27% 71
2026
Q1 		$1.89M Hold
17,005
– – 0.26% 67
2025
Q4 		$2.46M Hold
17,005
– – 0.34% 58
2025
Q3 		$2.27M Buy
+17,005
New +$2.41M 0.32% 61

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Biltmore Family Office's APO Position: Q2 2026 in Review

Biltmore Family Office increased its Apollo Global Management (APO) stake by 0.58% in Q2 2026, buying an estimated $12.4K and bringing the position to 17,104 shares worth $2.02M. The position accounts for 0.27% of the portfolio, ranked #71.

Biltmore Family Office first reported a position in APO in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.46M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Biltmore Family Office held 17,104 shares of Apollo Global Management worth $2.02M as of Q2 2026.
  • Biltmore Family Office bought 99 Apollo Global Management shares in Q2 2026, an estimated $12.4K.
  • Apollo Global Management made up 0.27% of Biltmore Family Office's portfolio in Q2 2026, its #71 holding.
  • Biltmore Family Office first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • Biltmore Family Office's Apollo Global Management position peaked at $2.46M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.