Creative Planning’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.82M | Sell |
70,196
-4,780
| -6% | -$592K | 0.01% | 859 |
|
|
2025
Q4 | $10.9M | Buy |
74,976
+3,880
| +5% | +$515K | 0.01% | 584 |
|
|
2025
Q3 | $9.47M | Buy |
71,096
+6,082
| +9% | +$861K | 0.01% | 587 |
|
|
2025
Q2 | $9.22M | Buy |
65,014
+3,293
| +5% | +$437K | 0.01% | 534 |
|
|
2025
Q1 | $8.45M | Buy |
61,721
+9,612
| +18% | +$1.48M | 0.01% | 542 |
|
|
2024
Q4 | $8.61M | Buy |
52,109
+10,325
| +25% | +$1.64M | 0.01% | 501 |
|
|
2024
Q3 | $5.22M | Buy |
41,784
+2,316
| +6% | +$267K | 0.01% | 623 |
|
|
2024
Q2 | $4.66M | Buy |
39,468
+4,242
| +12% | +$481K | 0.01% | 644 |
|
|
2024
Q1 | $3.96M | Buy |
35,226
+10,478
| +42% | +$1.11M | ﹤0.01% | 692 |
|
|
2023
Q4 | $2.31M | Buy |
24,748
+3,273
| +15% | +$289K | ﹤0.01% | 865 |
|
|
2023
Q3 | $1.93M | Sell |
21,475
-8,170
| -28% | -$687K | ﹤0.01% | 861 |
|
|
2023
Q2 | $2.28M | Buy |
29,645
+192
| +0.7% | +$12.8K | ﹤0.01% | 759 |
|
|
2023
Q1 | $1.86M | Buy |
29,453
+5,972
| +25% | +$400K | ﹤0.01% | 803 |
|
|
2022
Q4 | $1.5M | Buy |
23,481
+2,921
| +14% | +$173K | ﹤0.01% | 847 |
|
|
2022
Q3 | $956K | Sell |
20,560
-863
| -4% | -$47.4K | ﹤0.01% | 988 |
|
|
2022
Q2 | $1.04M | Sell |
21,423
-6,997
| -25% | -$381K | ﹤0.01% | 959 |
|
|
2022
Q1 | $1.76M | Buy |
28,420
+20,420
| +255% | +$1.34M | ﹤0.01% | 755 |
|
|
2021
Q4 | $579K | Sell |
8,000
-1,963
| -20% | -$142K | ﹤0.01% | 1222 |
|
|
2021
Q3 | $614K | Buy |
+9,963
| New | +$599K | ﹤0.01% | 1188 |
|
|
2021
Q2 | – | Sell |
-11,558
| Closed | -$543K | – | 2090 |
|
|
2021
Q1 | $543K | Buy |
11,558
+607
| +6% | +$29.5K | ﹤0.01% | 1380 |
|
|
2020
Q4 | $536K | Buy |
10,951
+1,385
| +14% | +$61.8K | ﹤0.01% | 1272 |
|
|
2020
Q3 | $428K | Sell |
9,566
-10,756
| -53% | -$517K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $1.01M | Sell |
20,322
-7,283
| -26% | -$320K | ﹤0.01% | 740 |
|
|
2020
Q1 | $925K | Sell |
27,605
-19,200
| -41% | -$825K | ﹤0.01% | 679 |
|
|
2019
Q4 | $2.23M | Buy |
46,805
+35,637
| +319% | +$1.52M | 0.01% | 482 |
|
|
2019
Q3 | $422K | Sell |
11,168
-2,970
| -21% | -$108K | ﹤0.01% | 1163 |
|
|
2019
Q2 | $485K | Buy |
14,138
+691
| +5% | +$22K | ﹤0.01% | 1094 |
|
|
2019
Q1 | $380K | Sell |
13,447
-1,319
| -9% | -$37.5K | ﹤0.01% | 1197 |
|
|
2018
Q4 | $362K | Buy |
14,766
+7,587
| +106% | +$218K | ﹤0.01% | 1124 |
|
|
2018
Q3 | $248K | Buy |
7,179
+378
| +6% | +$13.2K | ﹤0.01% | 1534 |
|
|
2018
Q2 | $217K | Sell |
6,801
-10,784
| -61% | -$330K | ﹤0.01% | 1590 |
|
|
2018
Q1 | $521K | Buy |
17,585
+7,737
| +79% | +$260K | ﹤0.01% | 1059 |
|
|
2017
Q4 | $330K | Buy |
+9,848
| New | +$309K | ﹤0.01% | 1305 |
|
|
2017
Q3 | – | Sell |
-3,746
| Closed | -$99K | – | 1976 |
|
|
2017
Q2 | $99K | Sell |
3,746
-5,799
| -61% | -$154K | ﹤0.01% | 2000 |
|
|
2017
Q1 | $232K | Sell |
9,545
-455
| -5% | -$10.1K | ﹤0.01% | 1400 |
|
|
2016
Q4 | $194K | Buy |
10,000
+5,700
| +133% | +$108K | ﹤0.01% | 1425 |
|
|
2016
Q3 | $77K | Buy |
4,300
+2,300
| +115% | +$40.3K | ﹤0.01% | 2032 |
|
|
2016
Q2 | $30K | Buy |
2,000
+1,000
| +100% | +$16.4K | ﹤0.01% | 2486 |
|
|
2016
Q1 | $17K | Sell |
1,000
-300
| -23% | -$4.5K | ﹤0.01% | 2857 |
|
|
2015
Q4 | $20K | Sell |
1,300
-800
| -38% | -$13.7K | ﹤0.01% | 2838 |
|
|
2015
Q3 | $36K | Buy |
+2,100
| New | +$41.8K | ﹤0.01% | 2290 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$4K | – | 1198 |
|
|
2015
Q1 | $4K | Sell |
200
-2,295
| -92% | -$53.5K | ﹤0.01% | 3605 |
|
|
2014
Q4 | $59K | Sell |
2,495
-1,957
| -44% | -$45.1K | ﹤0.01% | 1891 |
|
|
2014
Q3 | $106K | Buy |
4,452
+952
| +27% | +$23.8K | ﹤0.01% | 1431 |
|
|
2014
Q2 | $97K | Buy |
3,500
+2,000
| +133% | +$54.3K | ﹤0.01% | 1447 |
|
|
2014
Q1 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 1818 |
|
|
2013
Q4 | $47K | Hold |
1,500
| – | – | ﹤0.01% | 1644 |
|
|
2013
Q3 | $42K | Hold |
1,500
| – | – | ﹤0.01% | 1616 |
|
|
2013
Q2 | $36K | Buy |
+1,500
| New | +$37K | ﹤0.01% | 1559 |
|
Other funds holding APO
VCM
VPM
Creative Planning's APO Position: Q1 2026 in Review
Creative Planning reduced its Apollo Global Management (APO) stake by 6.4% in Q1 2026, selling an estimated $592K and leaving 70,196 shares worth $7.82M. The position accounts for 0.01% of the portfolio, ranked #859.
Creative Planning first reported a position in APO in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.9M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.
- Creative Planning held 70,196 shares of Apollo Global Management worth $7.82M as of Q1 2026.
- Creative Planning sold 4,780 Apollo Global Management shares in Q1 2026, an estimated $592K.
- Apollo Global Management made up 0.01% of Creative Planning's portfolio in Q1 2026, its #859 holding.
- Creative Planning first reported a position in Apollo Global Management in Q2 2013 and has held it in 49 quarters since.
- Creative Planning's Apollo Global Management position peaked at $10.9M in Q4 2025.
- 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.