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Chicago Partners Investment Group’s Apollo Global Management APO Stock Holding History

Chicago Partners Investment Group’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 		$6.18M Buy
47,908
+1,089
+2% +$135K 0.14% 130
2025
Q4 		$6.38M Buy
46,819
+2,718
+6% +$361K 0.16% 124
2025
Q3 		$5.49M Buy
44,101
+1,839
+4% +$260K 0.14% 139
2025
Q2 		$6.42M Buy
42,262
+397
+0.9% +$52.6K 0.19% 109
2025
Q1 		$5.41M Buy
41,865
+3,821
+10% +$588K 0.18% 120
2024
Q4 		$6.16M Buy
38,044
+34,722
+1,045% +$5.5M 0.2% 102
2024
Q3 		$477K Buy
3,322
+349
+12% +$40.3K 0.02% 502
2024
Q2 		$365K Buy
2,973
+130
+5% +$14.8K 0.01% 543
2024
Q1 		$323K Buy
2,843
+502
+21% +$53K 0.01% 552
2023
Q4 		$230K Buy
+2,341
New +$207K 0.01% 612
2018
Q4 		– Sell
-800
Closed -$24K – 349
2018
Q3 		$24K Hold
800
– – ﹤0.01% 649
2018
Q2 		$25K Sell
800
-3,000
-79% -$91.7K ﹤0.01% 617
2018
Q1 		$113K Sell
3,800
-810
-18% -$27.2K 0.02% 330
2017
Q4 		$154K Buy
4,610
+3,000
+186% +$94K 0.03% 297
2017
Q3 		$48K Sell
1,610
-500
-24% -$14.4K 0.01% 439
2017
Q2 		$53K Buy
+2,110
New +$56.2K 0.01% 375

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

Chicago Partners Investment Group's APO Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Apollo Global Management (APO) stake by 2.3% in Q1 2026, buying an estimated $135K and bringing the position to 47,908 shares worth $6.18M. The position accounts for 0.14% of the portfolio, ranked #130.

Chicago Partners Investment Group first reported a position in APO in Q2 2017 and has held it in 16 quarters since. The position peaked at $6.42M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Chicago Partners Investment Group held 47,908 shares of Apollo Global Management worth $6.18M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,089 Apollo Global Management shares in Q1 2026, an estimated $135K.
  • Apollo Global Management made up 0.14% of Chicago Partners Investment Group's portfolio in Q1 2026, its #130 holding.
  • Chicago Partners Investment Group first reported a position in Apollo Global Management in Q2 2017 and has held it in 16 quarters since.
  • Chicago Partners Investment Group's Apollo Global Management position peaked at $6.42M in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.