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Brown, Lisle/Cummings’s Apollo Global Management APO Stock Holding History

Brown, Lisle/Cummings’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 		$1.89K Hold
16
– – ﹤0.01% 861
2026
Q1 		$1.78K Hold
16
– – ﹤0.01% 848
2025
Q4 		$2.32K Hold
16
– – ﹤0.01% 627
2025
Q3 		$2.13K Hold
16
– – ﹤0.01% 645
2025
Q2 		$2.27K Hold
16
– – ﹤0.01% 645
2025
Q1 		$2.19K Buy
+16
New +$2.46K ﹤0.01% 641

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

Brown, Lisle/Cummings's APO Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Apollo Global Management (APO) position steady in Q2 2026 at 16 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Brown, Lisle/Cummings first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.32K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Brown, Lisle/Cummings held 16 shares of Apollo Global Management worth $1.89K as of Q2 2026.
  • Brown, Lisle/Cummings left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #861 holding.
  • Brown, Lisle/Cummings first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's Apollo Global Management position peaked at $2.32K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.