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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
Q2 		$2.64M Sell
22,282
-3,774
-14% -$475K 0.87% 31
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Carmel Capital Partners's APO Position: Q2 2026 in Review

Carmel Capital Partners reduced its Apollo Global Management (APO) stake by 14% in Q2 2026, selling an estimated $475K and leaving 22,282 shares worth $2.64M. The position accounts for 0.87% of the portfolio, ranked #31.

Carmel Capital Partners first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.45M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Carmel Capital Partners held 22,282 shares of Apollo Global Management worth $2.64M as of Q2 2026.
  • Carmel Capital Partners sold 3,774 Apollo Global Management shares in Q2 2026, an estimated $475K.
  • Apollo Global Management made up 0.87% of Carmel Capital Partners's portfolio in Q2 2026, its #31 holding.
  • Carmel Capital Partners first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • Carmel Capital Partners's Apollo Global Management position peaked at $3.45M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.