Capital Management Associates (New York)’s Apollo Global Management APO Stock Holding History

Capital Management Associates (New York)’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	$669K	Sell	6,000 -6,000	-50%	-$744K	1.11%	35
2025 Q4	$1.74M	Hold	12,000	–	–	2.55%	19
2025 Q3	$1.6M	Hold	12,000	–	–	2.39%	20
2025 Q2	$1.7M	Hold	12,000	–	–	2.78%	14
2025 Q1	$1.64M	Sell	12,000 -6,628	-36%	-$1.02M	3.21%	13
2024 Q4	$3.08M	Sell	18,628 -1,501	-7%	-$238K	3.62%	7
2024 Q3	$2.51M	Buy	20,129 +2,000	+11%	+$231K	2.8%	9
2024 Q2	$2.14M	Sell	18,129 -95	-0.5%	-$10.8K	2.54%	12
2024 Q1	$2.05M	Buy	18,224 +9,403	+107%	+$992K	2.44%	9
2023 Q4	$822K	Sell	8,821 -2,977	-25%	-$263K	1.05%	43
2023 Q3	$1.06M	Sell	11,798 -2	-0%	-$168	1.56%	22
2023 Q2	$906K	Buy	11,800 +1	+0%	+$67	1.33%	29
2023 Q1	$745K	Sell	11,799 -3,625	-24%	-$243K	1.13%	38
2022 Q4	$984K	Hold	15,424	–	–	1.46%	28
2022 Q3	$717K	Buy	15,424 +6,124	+66%	+$336K	1.04%	44
2022 Q2	$450K	Buy	+9,300	New	+$506K	0.66%	47
2020 Q1	–	Sell	-19,000	Closed	-$906K	–	75
2019 Q4	$906K	Hold	19,000	–	–	1.25%	29
2019 Q3	$719K	Hold	19,000	–	–	1.11%	32
2019 Q2	$652K	Buy	19,000 +9,500	+100%	+$302K	1.06%	35
2019 Q1	$268K	Hold	9,500	–	–	0.42%	100
2018 Q4	$233K	Sell	9,500 -9,500	-50%	-$273K	0.44%	92
2018 Q3	$656K	Hold	19,000	–	–	0.81%	47
2018 Q2	$606K	Hold	19,000	–	–	0.76%	58
2018 Q1	$563K	Hold	19,000	–	–	0.87%	43
2017 Q4	$636K	Hold	19,000	–	–	0.91%	40
2017 Q3	$572K	Hold	19,000	–	–	0.81%	48
2017 Q2	$503K	Buy	+19,000	New	+$506K	0.76%	58
2015 Q2	–	Sell	-14,000	Closed	-$302K	–	147
2015 Q1	$302K	Hold	14,000	–	–	0.4%	110
2014 Q4	$330K	Hold	14,000	–	–	0.48%	103
2014 Q3	$334K	Hold	14,000	–	–	0.5%	99
2014 Q2	$388K	Hold	14,000	–	–	0.57%	92
2014 Q1	$445K	Buy	+14,000	New	+$456K	0.65%	82

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

Capital Management Associates (New York)'s APO Position: Q1 2026 in Review

Capital Management Associates (New York) reduced its Apollo Global Management (APO) stake by 50% in Q1 2026, selling an estimated $744K and leaving 6,000 shares worth $669K. The position accounts for 1.11% of the portfolio, ranked #35.

Capital Management Associates (New York) first reported a position in APO in Q1 2014 and has held it in 32 quarters since. The position peaked at $3.08M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Capital Management Associates (New York) held 6,000 shares of Apollo Global Management worth $669K as of Q1 2026.
Capital Management Associates (New York) sold 6,000 Apollo Global Management shares in Q1 2026, an estimated $744K.
Apollo Global Management made up 1.11% of Capital Management Associates (New York)'s portfolio in Q1 2026, its #35 holding.
Capital Management Associates (New York) first reported a position in Apollo Global Management in Q1 2014 and has held it in 32 quarters since.
Capital Management Associates (New York)'s Apollo Global Management position peaked at $3.08M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2026, filed 4 May 2026.