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Cahill Financial Advisors’s Apollo Global Management APO Stock Holding History

Cahill Financial Advisors’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 		$201K Buy
1,801
+5
+0.3% +$620 0.02% 281
2025
Q4 		$260K Sell
1,796
-82
-4% -$10.9K 0.03% 255
2025
Q3 		$250K Sell
1,878
-182
-9% -$25.8K 0.03% 260
2025
Q2 		$292K Buy
+2,060
New +$273K 0.04% 232
2025
Q1 		– Sell
-1,217
Closed -$201K – 267
2024
Q4 		$201K Buy
+1,217
New +$193K 0.03% 255

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

Cahill Financial Advisors's APO Position: Q1 2026 in Review

Cahill Financial Advisors increased its Apollo Global Management (APO) stake by 0.28% in Q1 2026, buying an estimated $620 and bringing the position to 1,801 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #281.

Cahill Financial Advisors first reported a position in APO in Q4 2024 and has held it in 5 quarters since. The position peaked at $292K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Cahill Financial Advisors held 1,801 shares of Apollo Global Management worth $201K as of Q1 2026.
  • Cahill Financial Advisors bought 5 Apollo Global Management shares in Q1 2026, an estimated $620.
  • Apollo Global Management made up 0.02% of Cahill Financial Advisors's portfolio in Q1 2026, its #281 holding.
  • Cahill Financial Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
  • Cahill Financial Advisors's Apollo Global Management position peaked at $292K in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.