BGAI
APO icon

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
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 $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

Bruce G. Allen Investments's APO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Apollo Global Management (APO) stake by 97% in Q1 2026, selling an estimated $7.31K and leaving 2 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Bruce G. Allen Investments first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.2K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Bruce G. Allen Investments held 2 shares of Apollo Global Management worth $223 as of Q1 2026.
  • Bruce G. Allen Investments sold 59 Apollo Global Management shares in Q1 2026, an estimated $7.31K.
  • Apollo Global Management made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #1054 holding.
  • Bruce G. Allen Investments first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Apollo Global Management position peaked at $16.2K in Q1 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.