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 Q3	$469K	Sell	4,042 -94	-2%	-$11.9K	0.03%	424
2026 Q2	$489K	Buy	4,136 +432	+12%	+$54.3K	0.03%	421
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Frank Rimerman Advisors's APO Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Apollo Global Management (APO) stake by 2.3% in Q3 2026, selling an estimated $11.9K and leaving 4,042 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #424.

Frank Rimerman Advisors first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $669K in Q4 2025. 949 funds tracked by Wall St. Rank hold APO as of Q3 2026.

Frank Rimerman Advisors held 4,042 shares of Apollo Global Management worth $469K as of Q3 2026.
Frank Rimerman Advisors sold 94 Apollo Global Management shares in Q3 2026, an estimated $11.9K.
Apollo Global Management made up 0.03% of Frank Rimerman Advisors's portfolio in Q3 2026, its #424 holding.
Frank Rimerman Advisors first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's Apollo Global Management position peaked at $669K in Q4 2025.
949 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.