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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
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
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

Capital Analysts LLC's APO Position: Q1 2026 in Review

Capital Analysts LLC reduced its Apollo Global Management (APO) stake by 27% in Q1 2026, selling an estimated $27.5K and leaving 609 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Capital Analysts LLC first reported a position in APO in Q1 2022 and has held it in 15 quarters since. The position peaked at $165K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Capital Analysts LLC held 609 shares of Apollo Global Management worth $68K as of Q1 2026.
  • Capital Analysts LLC sold 222 Apollo Global Management shares in Q1 2026, an estimated $27.5K.
  • Apollo Global Management made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #880 holding.
  • Capital Analysts LLC first reported a position in Apollo Global Management in Q1 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's Apollo Global Management position peaked at $165K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.