CBIZ Investment Advisory Services’s Apollo Global Management APO Stock Holding History

CBIZ Investment Advisory Services’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	$2.01K	Sell	18 -24	-57%	-$2.98K	﹤0.01%	337
2025 Q4	$6.08K	Sell	42 -23	-35%	-$3.06K	﹤0.01%	468
2025 Q3	$8.66K	Buy	65 +8	+14%	+$1.13K	﹤0.01%	366
2025 Q2	$8.09K	Sell	57 -32	-36%	-$4.24K	﹤0.01%	382
2025 Q1	$12.2K	Buy	+89	New	+$13.7K	﹤0.01%	295

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

CBIZ Investment Advisory Services's APO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Apollo Global Management (APO) stake by 57% in Q1 2026, selling an estimated $2.98K and leaving 18 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

CBIZ Investment Advisory Services first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

CBIZ Investment Advisory Services held 18 shares of Apollo Global Management worth $2.01K as of Q1 2026.
CBIZ Investment Advisory Services sold 24 Apollo Global Management shares in Q1 2026, an estimated $2.98K.
Apollo Global Management made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #337 holding.
CBIZ Investment Advisory Services first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's Apollo Global Management position peaked at $12.2K in Q1 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.