Crestwood Advisors Group’s Apollo Global Management APO Stock Holding History

Crestwood Advisors 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	$267K	Buy	2,397 +521	+28%	+$64.6K	﹤0.01%	631
2025 Q4	$272K	Buy	1,876 +306	+19%	+$40.6K	﹤0.01%	552
2025 Q3	$209K	Buy	+1,570	New	+$222K	﹤0.01%	543
2019 Q2	–	Sell	-8,295	Closed	-$234K	–	243
2019 Q1	$234K	Hold	8,295	–	–	0.02%	149
2018 Q4	$204K	Hold	8,295	–	–	0.02%	150
2018 Q3	$287K	Hold	8,295	–	–	0.02%	134
2018 Q2	$282K	Hold	8,295	–	–	0.02%	136
2018 Q1	$246K	Hold	8,295	–	–	0.02%	147
2017 Q4	$278K	Buy	+8,295	New	+$260K	0.02%	143

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

Crestwood Advisors Group's APO Position: Q1 2026 in Review

Crestwood Advisors Group increased its Apollo Global Management (APO) stake by 28% in Q1 2026, buying an estimated $64.6K and bringing the position to 2,397 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Crestwood Advisors Group first reported a position in APO in Q4 2017 and has held it in 9 quarters since. The position peaked at $287K in Q3 2018. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Crestwood Advisors Group held 2,397 shares of Apollo Global Management worth $267K as of Q1 2026.
Crestwood Advisors Group bought 521 Apollo Global Management shares in Q1 2026, an estimated $64.6K.
Apollo Global Management made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #631 holding.
Crestwood Advisors Group first reported a position in Apollo Global Management in Q4 2017 and has held it in 9 quarters since.
Crestwood Advisors Group's Apollo Global Management position peaked at $287K in Q3 2018.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.