Davies Financial Advisors’s Apollo Global Management APO Stock Holding History

Davies Financial Advisors’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	–	Sell	-1,724	Closed	-$250K	–	16
2025 Q4	$250K	Sell	1,724 -1,397	-45%	-$186K	0.46%	38
2025 Q3	$416K	Sell	3,121 -125	-4%	-$17.7K	0.34%	53
2025 Q2	$461K	Buy	3,246 +3	+0.1%	+$398	0.36%	56
2025 Q1	$444K	Buy	3,243 +8	+0.2%	+$1.23K	0.38%	47
2024 Q4	$534K	Sell	3,235 -1,158	-26%	-$183K	0.45%	43
2024 Q3	$549K	Buy	4,393 +3	+0.1%	+$346	0.48%	46
2024 Q2	$518K	Sell	4,390 -545	-11%	-$61.8K	0.48%	44
2024 Q1	$555K	Buy	+4,935	New	+$521K	0.57%	38

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

Davies Financial Advisors's APO Position: Q1 2026 in Review

Davies Financial Advisors sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,724 shares — an estimated $250K sold.

Davies Financial Advisors first reported a position in APO in Q1 2024 and held it in 8 quarters. The position peaked at $555K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Davies Financial Advisors reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Davies Financial Advisors sold 1,724 Apollo Global Management shares in Q1 2026, an estimated $250K.
Davies Financial Advisors first reported a position in Apollo Global Management in Q1 2024 and held it in 8 quarters.
Davies Financial Advisors's Apollo Global Management position peaked at $555K in Q1 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.