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Clark Asset Management’s Apollo Global Management APO Stock Holding History

Clark Asset Management’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
-1,575
Closed -$228K – 269
2025
Q4 		$228K Buy
+1,575
New +$209K 0.02% 208
2025
Q3 		– Sell
-1,435
Closed -$204K – 209
2025
Q2 		$204K Buy
+1,435
New +$190K 0.03% 191
2025
Q1 		– Sell
-1,435
Closed -$237K – 159
2024
Q4 		$237K Buy
+1,435
New +$227K 0.04% 122

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

Clark Asset Management's APO Position: Q1 2026 in Review

Clark Asset Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,575 shares — an estimated $228K sold.

Clark Asset Management first reported a position in APO in Q4 2024 and held it in 3 quarters. The position peaked at $237K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Clark Asset Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Clark Asset Management sold 1,575 Apollo Global Management shares in Q1 2026, an estimated $228K.
  • Clark Asset Management first reported a position in Apollo Global Management in Q4 2024 and held it in 3 quarters.
  • Clark Asset Management's Apollo Global Management position peaked at $237K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Clark Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.