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Carroll Investors’s Apollo Global Management APO Stock Holding History

Carroll Investors’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 		– Sell
-12,763
Closed -$1.85M – 33
2025
Q4 		$1.85M Buy
12,763
+3,689
+41% +$490K 0.88% 16
2025
Q3 		$1.22M Hold
9,074
– – 0.59% 18
2025
Q2 		$1.29M Sell
9,074
-583
-6% -$77.3K 0.68% 18
2025
Q1 		$1.32M Buy
9,657
+2,751
+40% +$423K 0.88% 17
2024
Q4 		$1.14M Hold
6,906
– – 0.64% 18
2024
Q3 		$864K Buy
6,906
+503
+8% +$58.1K 0.57% 19
2024
Q2 		$756K Buy
+6,403
New +$727K 0.53% 16

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

Carroll Investors's APO Position: Q1 2026 in Review

Carroll Investors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 12,763 shares — an estimated $1.85M sold.

Carroll Investors first reported a position in APO in Q2 2024 and held it in 7 quarters. The position peaked at $1.85M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Carroll Investors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Carroll Investors sold 12,763 Apollo Global Management shares in Q1 2026, an estimated $1.85M.
  • Carroll Investors first reported a position in Apollo Global Management in Q2 2024 and held it in 7 quarters.
  • Carroll Investors's Apollo Global Management position peaked at $1.85M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.