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

Callan 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 Q1	$485K	Sell	4,354 -2,257	-34%	-$280K	0.01%	779
2025 Q4	$957K	Buy	6,611 +275	+4%	+$36.5K	0.02%	561
2025 Q3	$844K	Sell	6,336 -1,132	-15%	-$160K	0.03%	412
2025 Q2	$1.06M	Buy	+7,468	New	+$990K	0.03%	385
2025 Q1	–	Sell	-1,641	Closed	-$271K	–	553
2024 Q4	$271K	Buy	+1,641	New	+$260K	0.02%	506

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Callan Family Office's APO Position: Q1 2026 in Review

Callan Family Office reduced its Apollo Global Management (APO) stake by 34% in Q1 2026, selling an estimated $280K and leaving 4,354 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #779.

Callan Family Office first reported a position in APO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Callan Family Office held 4,354 shares of Apollo Global Management worth $485K as of Q1 2026.
Callan Family Office sold 2,257 Apollo Global Management shares in Q1 2026, an estimated $280K.
Apollo Global Management made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #779 holding.
Callan Family Office first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
Callan Family Office's Apollo Global Management position peaked at $1.06M in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.