Capstone Investment Advisors
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Capstone Investment Advisors’s Apollo Global Management APO Stock Holding History

Capstone Investment 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 		$3.65M Buy
32,800
+7,500
+30% +$930K 0.01% 488
2025
Q4 		$3.66M Sell
25,300
-59,400
-70% -$7.89M 0.01% 439
2025
Q3 		$11.3M Buy
84,700
+56,900
+205% +$8.06M 0.02% 299
2025
Q2 		$3.94M Buy
27,800
+8,000
+40% +$1.06M 0.01% 440
2025
Q1 		$2.71M Buy
19,800
+14,300
+260% +$2.2M 0.01% 605
2024
Q4 		$908K Sell
5,500
-33,100
-86% -$5.24M ﹤0.01% 1095
2024
Q3 		$4.82M Buy
+38,600
New +$4.46M 0.01% 471

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

Capstone Investment Advisors's APO Position: Q1 2026 in Review

Capstone Investment Advisors increased its Apollo Global Management (APO) stake by 426% in Q1 2026, buying an estimated $9.31M and bringing the position to 92,743 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #275.

Capstone Investment Advisors first reported a position in APO in Q1 2021 and has held it in 9 quarters since. The position peaked at $32.1M in Q1 2021. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Capstone Investment Advisors held 92,743 shares of Apollo Global Management worth $10.3M as of Q1 2026.
  • Capstone Investment Advisors bought 75,095 Apollo Global Management shares in Q1 2026, an estimated $9.31M.
  • Apollo Global Management made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #275 holding.
  • Capstone Investment Advisors first reported a position in Apollo Global Management in Q1 2021 and has held it in 9 quarters since.
  • Capstone Investment Advisors's Apollo Global Management position peaked at $32.1M in Q1 2021.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.