CPG
APO icon

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
Q2 		$70.7K Buy
594
+24
+4% +$3.02K 0.01% 319
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
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 $3.37T AUM 44.26% 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 Planning Group's APO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Apollo Global Management (APO) stake by 4.2% in Q2 2026, buying an estimated $3.02K and bringing the position to 594 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #319.

Cornerstone Planning Group first reported a position in APO in Q4 2022 and has held it in 14 quarters since. The position peaked at $91.4K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Cornerstone Planning Group held 594 shares of Apollo Global Management worth $70.7K as of Q2 2026.
  • Cornerstone Planning Group bought 24 Apollo Global Management shares in Q2 2026, an estimated $3.02K.
  • Apollo Global Management made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #319 holding.
  • Cornerstone Planning Group first reported a position in Apollo Global Management in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Apollo Global Management position peaked at $91.4K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.