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 Q2	$2.01K	Hold	18	–	–	﹤0.01%	337
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

CBIZ Investment Advisory Services's APO Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Apollo Global Management (APO) position steady in Q2 2026 at 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 6 quarters since. The position peaked at $12.2K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

CBIZ Investment Advisory Services held 18 shares of Apollo Global Management worth $2.01K as of Q2 2026.
CBIZ Investment Advisory Services left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #337 holding.
CBIZ Investment Advisory Services first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
CBIZ Investment Advisory Services's Apollo Global Management position peaked at $12.2K in Q1 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.