Capital Analysts LLC’s Apollo Global Management APO Stock Holding History

Capital Analysts LLC’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	$72K	Hold	609	–	–	﹤0.01%	911
2026 Q1	$68K	Sell	609 -222	-27%	-$27.5K	﹤0.01%	880
2025 Q4	$120K	Hold	831	–	–	﹤0.01%	729
2025 Q3	$111K	Sell	831 -167	-17%	-$23.6K	﹤0.01%	699
2025 Q2	$142K	Hold	998	–	–	﹤0.01%	600
2025 Q1	$137K	Hold	998	–	–	0.01%	578
2024 Q4	$165K	Sell	998 -175	-15%	-$27.7K	0.01%	522
2024 Q3	$147K	Hold	1,173	–	–	0.01%	519
2024 Q2	$138K	Buy	1,173 +140	+14%	+$15.9K	0.01%	510
2024 Q1	$116K	Buy	1,033 +259	+33%	+$27.3K	0.01%	523
2023 Q4	$72K	Buy	774 +465	+150%	+$41.1K	﹤0.01%	583
2023 Q3	$28K	Buy	+309	New	+$26K	﹤0.01%	718
2023 Q1	–	Sell	-12	Closed	-$1K	–	970
2022 Q4	$1K	Hold	12	–	–	﹤0.01%	1014
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1031
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	958
2022 Q1	$1K	Buy	+12	New	+$789	﹤0.01%	890

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Capital Analysts LLC's APO Position: Q2 2026 in Review

Capital Analysts LLC held its Apollo Global Management (APO) position steady in Q2 2026 at 609 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Capital Analysts LLC first reported a position in APO in Q1 2022 and has held it in 16 quarters since. The position peaked at $165K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Capital Analysts LLC held 609 shares of Apollo Global Management worth $72K as of Q2 2026.
Capital Analysts LLC left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #911 holding.
Capital Analysts LLC first reported a position in Apollo Global Management in Q1 2022 and has held it in 16 quarters since.
Capital Analysts LLC's Apollo Global Management position peaked at $165K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.