Cornerstone Planning Group’s Apollo Global Management APO Stock Holding History

Cornerstone Planning 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	$74.2K	Buy	570 +12	+2%	+$1.49K	0.01%	303
2025 Q4	$74.1K	Buy	558 +7	+1%	+$930	0.01%	261
2025 Q3	$68K	Sell	551 -45	-8%	-$6.37K	0.01%	264
2025 Q2	$86.8K	Sell	596 -19	-3%	-$2.52K	0.02%	157
2025 Q1	$77.8K	Buy	615 +69	+13%	+$10.6K	0.02%	176
2024 Q4	$91.4K	Sell	546 -46	-8%	-$7.29K	0.02%	116
2024 Q3	$86.5K	Sell	592 -17	-3%	-$1.96K	0.02%	127
2024 Q2	$60.3K	Sell	609 -33	-5%	-$3.75K	0.02%	177
2024 Q1	$70.3K	Buy	642 +5	+0.8%	+$528	0.02%	135
2023 Q4	$59.4K	Sell	637 -69	-10%	-$6.09K	0.02%	164
2023 Q3	$63.4K	Sell	706 -53	-7%	-$4.46K	0.02%	151
2023 Q2	$58.3K	Buy	+759	New	+$50.8K	0.02%	219
2022 Q4	$75.8K	Buy	+1,153	New	+$68.5K	0.03%	204

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

Cornerstone Planning Group's APO Position: Q1 2026 in Review

Cornerstone Planning Group increased its Apollo Global Management (APO) stake by 2.2% in Q1 2026, buying an estimated $1.49K and bringing the position to 570 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #303.

Cornerstone Planning Group first reported a position in APO in Q4 2022 and has held it in 13 quarters since. The position peaked at $91.4K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Cornerstone Planning Group held 570 shares of Apollo Global Management worth $74.2K as of Q1 2026.
Cornerstone Planning Group bought 12 Apollo Global Management shares in Q1 2026, an estimated $1.49K.
Apollo Global Management made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #303 holding.
Cornerstone Planning Group first reported a position in Apollo Global Management in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Apollo Global Management position peaked at $91.4K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.