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Carmel Capital Partners’s Apollo Global Management APO Stock Holding History

Carmel Capital Partners’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 		$2.9M Buy
26,056
+2,248
+9% +$279K 1.05% 31
2025
Q4 		$3.45M Buy
23,808
+10,119
+74% +$1.34M 1.21% 20
2025
Q3 		$1.82M Sell
13,689
-5,033
-27% -$713K 0.77% 31
2025
Q2 		$2.66M Buy
18,722
+3,163
+20% +$419K 0.93% 21
2025
Q1 		$2.13M Buy
15,559
+676
+5% +$104K 0.84% 22
2024
Q4 		$2.46M Sell
14,883
-3,606
-20% -$571K 0.99% 17
2024
Q3 		$2.31M Sell
18,489
-841
-4% -$97.1K 0.89% 19
2024
Q2 		$2.28M Buy
19,330
+1,252
+7% +$142K 0.96% 16
2024
Q1 		$2.03M Sell
18,078
-263
-1% -$27.8K 0.84% 17
2023
Q4 		$1.71M Sell
18,341
-38
-0.2% -$3.35K 0.87% 21
2023
Q3 		$1.65M Sell
18,379
-117
-0.6% -$9.84K 0.74% 22
2023
Q2 		$1.42M Buy
18,496
+1,913
+12% +$128K 0.73% 27
2023
Q1 		$1.05M Sell
16,583
-3,628
-18% -$243K 0.62% 34
2022
Q4 		$1.29M Sell
20,211
-968
-5% -$57.5K 0.89% 18
2022
Q3 		$985K Buy
21,179
+1,072
+5% +$58.9K 0.95% 26
2022
Q2 		$975K Sell
20,107
-157
-0.8% -$8.54K 0.91% 28
2022
Q1 		$1.26M Buy
+20,264
New +$1.33M 1.05% 21

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

Carmel Capital Partners's APO Position: Q1 2026 in Review

Carmel Capital Partners increased its Apollo Global Management (APO) stake by 9.4% in Q1 2026, buying an estimated $279K and bringing the position to 26,056 shares worth $2.9M. The position accounts for 1.05% of the portfolio, ranked #31.

Carmel Capital Partners first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.45M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Carmel Capital Partners held 26,056 shares of Apollo Global Management worth $2.9M as of Q1 2026.
  • Carmel Capital Partners bought 2,248 Apollo Global Management shares in Q1 2026, an estimated $279K.
  • Apollo Global Management made up 1.05% of Carmel Capital Partners's portfolio in Q1 2026, its #31 holding.
  • Carmel Capital Partners first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
  • Carmel Capital Partners's Apollo Global Management position peaked at $3.45M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.