CI
APO icon

CX Institutional’s Apollo Global Management APO Stock Holding History

CX Institutional’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
Q3 		$435K Buy
3,748
+339
+10% +$43K 0.01% 510
2026
Q2 		$403K Buy
3,409
+948
+39% +$119K 0.01% 527
2026
Q1 		$274K Buy
2,461
+1,101
+81% +$136K 0.01% 633
2025
Q4 		$197K Buy
1,360
+1,000
+278% +$133K 0.01% 718
2025
Q3 		$48K Buy
+360
New +$51K ﹤0.01% 940

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional's APO Position: Q3 2026 in Review

CX Institutional increased its Apollo Global Management (APO) stake by 9.9% in Q3 2026, buying an estimated $43K and bringing the position to 3,748 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #510.

CX Institutional first reported a position in APO in Q3 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • CX Institutional held 3,748 shares of Apollo Global Management worth $435K as of Q3 2026.
  • CX Institutional bought 339 Apollo Global Management shares in Q3 2026, an estimated $43K.
  • Apollo Global Management made up 0.01% of CX Institutional's portfolio in Q3 2026, its #510 holding.
  • CX Institutional first reported a position in Apollo Global Management in Q3 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.