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

DHJJ 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	$892	Hold	8	–	–	﹤0.01%	833
2025 Q4	$1.16K	Hold	8	–	–	﹤0.01%	764
2025 Q3	$1.07K	Hold	8	–	–	﹤0.01%	751
2025 Q2	$1.14K	Hold	8	–	–	﹤0.01%	724
2025 Q1	$1.1K	Hold	8	–	–	﹤0.01%	682
2024 Q4	$1.32K	Hold	8	–	–	﹤0.01%	640
2024 Q3	$1K	Hold	8	–	–	﹤0.01%	644
2024 Q2	$945	Hold	8	–	–	﹤0.01%	605
2024 Q1	$900	Hold	8	–	–	﹤0.01%	592
2023 Q4	$746	Hold	8	–	–	﹤0.01%	597
2023 Q3	$719	Buy	+8	New	+$672	﹤0.01%	594

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

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

DHJJ Financial Advisors held its Apollo Global Management (APO) position steady in Q1 2026 at 8 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #833.

DHJJ Financial Advisors first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.32K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

DHJJ Financial Advisors held 8 shares of Apollo Global Management worth $892 as of Q1 2026.
DHJJ Financial Advisors left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #833 holding.
DHJJ Financial Advisors first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Apollo Global Management position peaked at $1.32K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.