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Cornerstone Financial Management’s Apollo Global Management APO Stock Holding History

Cornerstone Financial 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
Q2 		$12.2K Buy
103
+64
+164% +$8.05K 0.01% 411
2026
Q1 		$4.34K Buy
39
+9
+30% +$1.12K ﹤0.01% 526
2025
Q4 		$4.34K Buy
+30
New +$3.98K ﹤0.01% 462

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Cornerstone Financial Management's APO Position: Q2 2026 in Review

Cornerstone Financial Management increased its Apollo Global Management (APO) stake by 164% in Q2 2026, buying an estimated $8.05K and bringing the position to 103 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #411.

Cornerstone Financial Management first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Cornerstone Financial Management held 103 shares of Apollo Global Management worth $12.2K as of Q2 2026.
  • Cornerstone Financial Management bought 64 Apollo Global Management shares in Q2 2026, an estimated $8.05K.
  • Apollo Global Management made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #411 holding.
  • Cornerstone Financial Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.