Compass Ion Advisors’s Apollo Global Management APO Stock Holding History

Compass Ion Advisors’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	$554K	Buy	4,968 +16	+0.3%	+$1.98K	0.05%	164
2025 Q4	$717K	Buy	4,952 +1	+0%	+$133	0.07%	141
2025 Q3	$660K	Sell	4,951 -1	-0%	-$142	0.06%	153
2025 Q2	$703K	Sell	4,952 -3	-0.1%	-$398	0.08%	137
2025 Q1	$679K	Buy	4,955 +13	+0.3%	+$2K	0.08%	137
2024 Q4	$816K	Hold	4,942	–	–	0.1%	122
2024 Q3	$617K	Sell	4,942 -10	-0.2%	-$1.15K	0.08%	146
2024 Q2	$557K	Hold	4,952	–	–	0.08%	137
2024 Q1	$557K	Buy	+4,952	New	+$523K	0.08%	138

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

Compass Ion Advisors's APO Position: Q1 2026 in Review

Compass Ion Advisors increased its Apollo Global Management (APO) stake by 0.32% in Q1 2026, buying an estimated $1.98K and bringing the position to 4,968 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #164.

Compass Ion Advisors first reported a position in APO in Q1 2024 and has held it in 9 quarters since. The position peaked at $816K in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Compass Ion Advisors held 4,968 shares of Apollo Global Management worth $554K as of Q1 2026.
Compass Ion Advisors bought 16 Apollo Global Management shares in Q1 2026, an estimated $1.98K.
Apollo Global Management made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #164 holding.
Compass Ion Advisors first reported a position in Apollo Global Management in Q1 2024 and has held it in 9 quarters since.
Compass Ion Advisors's Apollo Global Management position peaked at $816K in Q4 2024.
1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.