ClearBridge Investments’s Apollo Global Management APO Stock Holding History

ClearBridge Investments’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	$577M	Buy	5,178,671 +2,024,048	+64%	+$251M	0.5%	49
2025 Q4	$457M	Sell	3,154,623 -118,564	-4%	-$15.7M	0.37%	69
2025 Q3	$436M	Buy	3,273,187 +11,070	+0.3%	+$1.57M	0.33%	82
2025 Q2	$463M	Buy	3,262,117 +15,076	+0.5%	+$2M	0.38%	74
2025 Q1	$445M	Buy	3,247,041 +51,199	+2%	+$7.87M	0.39%	75
2024 Q4	$528M	Sell	3,195,842 -2,488,956	-44%	-$394M	0.43%	67
2024 Q3	$710M	Sell	5,684,798 -844,791	-13%	-$97.5M	0.56%	47
2024 Q2	$771M	Sell	6,529,589 -465,158	-7%	-$52.8M	0.63%	39
2024 Q1	$787M	Sell	6,994,747 -1,601,993	-19%	-$169M	0.62%	37
2023 Q4	$801M	Sell	8,596,740 -310,988	-3%	-$27.5M	0.69%	28
2023 Q3	$800M	Sell	8,907,728 -456,261	-5%	-$38.4M	0.77%	21
2023 Q2	$719M	Buy	9,363,989 +672,103	+8%	+$44.9M	0.65%	35
2023 Q1	$549M	Sell	8,691,886 -4,961	-0.1%	-$332K	0.52%	49
2022 Q4	$555M	Sell	8,696,847 -146,259	-2%	-$8.69M	0.55%	45
2022 Q3	$411M	Buy	8,843,106 +357,753	+4%	+$19.7M	0.41%	71
2022 Q2	$411M	Buy	8,485,353 +626,230	+8%	+$34.1M	0.38%	73
2022 Q1	$487M	Buy	7,859,123 +78,795	+1%	+$5.18M	0.37%	77
2021 Q4	$564M	Buy	7,780,328 +273,494	+4%	+$19.7M	0.38%	69
2021 Q3	$462M	Buy	7,506,834 +113,502	+2%	+$6.82M	0.33%	80
2021 Q2	$460M	Sell	7,393,332 -371,298	-5%	-$20.6M	0.32%	81
2021 Q1	$365M	Sell	7,764,630 -372,117	-5%	-$18.1M	0.27%	93
2020 Q4	$399M	Buy	8,136,747 +1,015,878	+14%	+$45.4M	0.31%	86
2020 Q3	$319M	Sell	7,120,869 -474,032	-6%	-$22.8M	0.27%	91
2020 Q2	$379M	Buy	7,594,901 +392,087	+5%	+$17.2M	0.34%	81
2020 Q1	$241M	Buy	7,202,814 +530,633	+8%	+$22.8M	0.26%	94
2019 Q4	$318M	Buy	6,672,181 +1,475,275	+28%	+$63M	0.26%	100
2019 Q3	$197M	Buy	5,196,906 +5,087,586	+4,654%	+$185M	0.17%	132
2019 Q2	$3.75M	Buy	+109,320	New	+$3.47M	﹤0.01%	589
2019 Q1	–	Sell	-3,000	Closed	-$74K	–	1076
2018 Q4	$74K	Hold	3,000	–	–	﹤0.01%	818
2018 Q3	$104K	Hold	3,000	–	–	﹤0.01%	837
2018 Q2	$96K	Hold	3,000	–	–	﹤0.01%	776
2018 Q1	$89K	Hold	3,000	–	–	﹤0.01%	794
2017 Q4	$100K	Hold	3,000	–	–	﹤0.01%	781
2017 Q3	$90K	Sell	3,000 -1,500	-33%	-$43.2K	﹤0.01%	778
2017 Q2	$119K	Hold	4,500	–	–	﹤0.01%	766
2017 Q1	$109K	Hold	4,500	–	–	﹤0.01%	809
2016 Q4	$87K	Buy	4,500 +1,500	+50%	+$28.3K	﹤0.01%	835
2016 Q3	$54K	Hold	3,000	–	–	﹤0.01%	857
2016 Q2	$45K	Sell	3,000 -1,500	-33%	-$24.6K	﹤0.01%	874
2016 Q1	$77K	Sell	4,500 -1,137,650	-100%	-$17.1M	﹤0.01%	846
2015 Q4	$17.3M	Sell	1,142,150 -170,900	-13%	-$2.92M	0.02%	428
2015 Q3	$22.6M	Sell	1,313,050 -2,183,740	-62%	-$43.5M	0.03%	394
2015 Q2	$77.5M	Buy	3,496,790 +1,760,390	+101%	+$38.7M	0.08%	222
2015 Q1	$37.5M	Buy	1,736,400 +925,400	+114%	+$21.6M	0.04%	342
2014 Q4	$19.1M	Buy	811,000 +368,000	+83%	+$8.49M	0.02%	447
2014 Q3	$10.6M	Buy	+443,000	New	+$11.1M	0.01%	514

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

ClearBridge Investments's APO Position: Q1 2026 in Review

ClearBridge Investments increased its Apollo Global Management (APO) stake by 64% in Q1 2026, buying an estimated $251M and bringing the position to 5,178,671 shares worth $577M. The position accounts for 0.5% of the portfolio, ranked #49.

ClearBridge Investments first reported a position in APO in Q3 2014 and has held it in 46 quarters since. The position peaked at $801M in Q4 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

ClearBridge Investments held 5,178,671 shares of Apollo Global Management worth $577M as of Q1 2026.
ClearBridge Investments bought 2,024,048 Apollo Global Management shares in Q1 2026, an estimated $251M.
Apollo Global Management made up 0.5% of ClearBridge Investments's portfolio in Q1 2026, its #49 holding.
ClearBridge Investments first reported a position in Apollo Global Management in Q3 2014 and has held it in 46 quarters since.
ClearBridge Investments's Apollo Global Management position peaked at $801M in Q4 2023.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.