Financial Gravity Asset Management’s Apollo Global Management APO Stock Holding History

Financial Gravity Asset Management’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	$15K	Hold	135	–	–	﹤0.01%	496
2025 Q4	$19.5K	Hold	135	–	–	﹤0.01%	384
2025 Q3	$18K	Buy	+135	New	+$19.1K	﹤0.01%	447
2024 Q2	–	Sell	-24	Closed	-$2.71K	–	1482
2024 Q1	$2.71K	Buy	+24	New	+$2.53K	﹤0.01%	1013
2023 Q3	–	Sell	-77	Closed	-$2.59K	–	1266
2023 Q2	$2.59K	Buy	+77	New	+$5.15K	0.01%	598
2023 Q1	–	Sell	-64	Closed	-$2.15K	–	1149
2022 Q4	$2.15K	Buy	+64	New	+$3.8K	0.01%	527
2022 Q3	–	Sell	-48	Closed	-$2	–	845
2022 Q2	$2	Sell	48 -76	-61%	-$4.13K	﹤0.01%	718
2022 Q1	$5	Buy	124 +52	+72%	+$3.42K	﹤0.01%	798
2021 Q4	$2	Buy	+72	New	+$5.19K	﹤0.01%	925
2021 Q3	–	Hold	0	–	–	–	482
2021 Q2	–	Sell	-1	Closed	-$55	–	495
2021 Q1	$32	Buy	+1	New	+$49	﹤0.01%	607

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

Financial Gravity Asset Management's APO Position: Q1 2026 in Review

Financial Gravity Asset Management held its Apollo Global Management (APO) position steady in Q1 2026 at 135 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Financial Gravity Asset Management first reported a position in APO in Q1 2021 and has held it in 10 quarters since. The position peaked at $19.5K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Financial Gravity Asset Management held 135 shares of Apollo Global Management worth $15K as of Q1 2026.
Financial Gravity Asset Management left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #496 holding.
Financial Gravity Asset Management first reported a position in Apollo Global Management in Q1 2021 and has held it in 10 quarters since.
Financial Gravity Asset Management's Apollo Global Management position peaked at $19.5K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.