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Bruce G. Allen Investments’s Apollo Global Management APO Stock Holding History

Bruce G. Allen 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 		$5.21K Buy
44
+42
+2,100% +$5.28K ﹤0.01% 567
2026
Q1 		$223 Sell
2
-59
-97% -$7.31K ﹤0.01% 1054
2025
Q4 		$8.83K Buy
61
+8
+15% +$1.06K 0.01% 490
2025
Q3 		$7.06K Hold
53
– – 0.01% 514
2025
Q2 		$7.52K Sell
53
-65
-55% -$8.62K 0.01% 515
2025
Q1 		$16.2K Buy
118
+66
+127% +$10.1K 0.01% 406
2024
Q4 		$8.59K Hold
52
– – 0.01% 494
2024
Q3 		$6.5K Sell
52
-5
-9% -$577 0.01% 537
2024
Q2 		$6.73K Hold
57
– – 0.01% 525
2024
Q1 		$6.41K Buy
57
+12
+27% +$1.27K 0.01% 546
2023
Q4 		$4.19K Buy
+45
New +$3.97K ﹤0.01% 617

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's APO Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Apollo Global Management (APO) stake by 2,100% in Q2 2026, buying an estimated $5.28K and bringing the position to 44 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Bruce G. Allen Investments first reported a position in APO in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.2K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bruce G. Allen Investments held 44 shares of Apollo Global Management worth $5.21K as of Q2 2026.
  • Bruce G. Allen Investments bought 42 Apollo Global Management shares in Q2 2026, an estimated $5.28K.
  • Apollo Global Management made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #567 holding.
  • Bruce G. Allen Investments first reported a position in Apollo Global Management in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Apollo Global Management position peaked at $16.2K in Q1 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.