Frank Rimerman Advisors’s Apollo Global Management APO Stock Holding History

Frank Rimerman 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	$413K	Sell	3,704 -914	-20%	-$113K	0.03%	420
2025 Q4	$669K	Buy	4,618 +1,805	+64%	+$240K	0.04%	313
2025 Q3	$375K	Buy	2,813 +66	+2%	+$9.34K	0.02%	427
2025 Q2	$390K	Buy	2,747 +945	+52%	+$125K	0.03%	397
2025 Q1	$247K	Sell	1,802 -1,052	-37%	-$162K	0.02%	457
2024 Q4	$471K	Buy	+2,854	New	+$452K	0.03%	321
2024 Q3	–	Sell	-2,172	Closed	-$256K	–	529
2024 Q2	$256K	Buy	+2,172	New	+$246K	0.02%	479

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

Frank Rimerman Advisors's APO Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Apollo Global Management (APO) stake by 20% in Q1 2026, selling an estimated $113K and leaving 3,704 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #420.

Frank Rimerman Advisors first reported a position in APO in Q2 2024 and has held it in 7 quarters since. The position peaked at $669K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Frank Rimerman Advisors held 3,704 shares of Apollo Global Management worth $413K as of Q1 2026.
Frank Rimerman Advisors sold 914 Apollo Global Management shares in Q1 2026, an estimated $113K.
Apollo Global Management made up 0.03% of Frank Rimerman Advisors's portfolio in Q1 2026, its #420 holding.
Frank Rimerman Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 7 quarters since.
Frank Rimerman Advisors's Apollo Global Management position peaked at $669K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.