Fortress Financial Solutions’s Apollo Global Management APO Stock Holding History

Fortress Financial Solutions’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	$225K	Sell	2,018 -621	-24%	-$77K	0.24%	53
2025 Q4	$382K	Sell	2,639 -1,333	-34%	-$177K	0.39%	42
2025 Q3	$529K	Sell	3,972 -589	-13%	-$83.4K	0.58%	34
2025 Q2	$647K	Buy	4,561 +74	+2%	+$9.81K	0.81%	25
2025 Q1	$615K	Buy	4,487 +342	+8%	+$52.6K	0.89%	22
2024 Q4	$685K	Buy	+4,145	New	+$657K	0.98%	23

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

Fortress Financial Solutions's APO Position: Q1 2026 in Review

Fortress Financial Solutions reduced its Apollo Global Management (APO) stake by 24% in Q1 2026, selling an estimated $77K and leaving 2,018 shares worth $225K. The position accounts for 0.24% of the portfolio, ranked #53.

Fortress Financial Solutions first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $685K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Fortress Financial Solutions held 2,018 shares of Apollo Global Management worth $225K as of Q1 2026.
Fortress Financial Solutions sold 621 Apollo Global Management shares in Q1 2026, an estimated $77K.
Apollo Global Management made up 0.24% of Fortress Financial Solutions's portfolio in Q1 2026, its #53 holding.
Fortress Financial Solutions first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Solutions's Apollo Global Management position peaked at $685K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.