Franklin Resources’s Apollo Global Management APO Stock Holding History

Franklin Resources’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	$1.1B	Buy	9,877,359 +466,106	+5%	+$57.8M	0.27%	82
2025 Q4	$1.36B	Buy	9,411,253 +625,560	+7%	+$83.1M	0.33%	66
2025 Q3	$1.17B	Buy	8,785,693 +116,587	+1%	+$16.5M	0.29%	79
2025 Q2	$1.23B	Buy	8,669,106 +167,152	+2%	+$22.2M	0.33%	72
2025 Q1	$1.16B	Buy	8,501,954 +87,373	+1%	+$13.4M	0.34%	71
2024 Q4	$1.39B	Sell	8,414,581 -238,801	-3%	-$37.8M	0.39%	55
2024 Q3	$1.3B	Buy	8,653,382 +1,603,069	+23%	+$185M	0.36%	62
2024 Q2	$832M	Buy	7,050,313 +689,741	+11%	+$78.3M	0.26%	97
2024 Q1	$715M	Buy	6,360,572 +5,937,068	+1,402%	+$627M	0.23%	112
2023 Q4	$39.5M	Sell	423,504 -46,733	-10%	-$4.13M	0.02%	577
2023 Q3	$42.2M	Sell	470,237 -646,960	-58%	-$54.4M	0.02%	542
2023 Q2	$85.8M	Buy	1,117,197 +1,563	+0.1%	+$105K	0.04%	399
2023 Q1	$70.5M	Buy	1,115,634 +10,352	+0.9%	+$693K	0.04%	441
2022 Q4	$70.5M	Buy	1,105,282 +2,920	+0.3%	+$173K	0.04%	443
2022 Q3	$51.3M	Sell	1,102,362 -89,785	-8%	-$4.93M	0.03%	514
2022 Q2	$57.8M	Buy	1,192,147 +207,732	+21%	+$11.3M	0.03%	505
2022 Q1	$61M	Buy	984,415 +144,451	+17%	+$9.5M	0.02%	545
2021 Q4	$60.8M	Sell	839,964 -14,785	-2%	-$1.07M	0.02%	583
2021 Q3	$52.6M	Buy	854,749 +11,122	+1%	+$668K	0.02%	634
2021 Q2	$52.5M	Buy	843,627 +36,888	+5%	+$2.05M	0.02%	638
2021 Q1	$37.9M	Buy	806,739 +189,494	+31%	+$9.22M	0.02%	695
2020 Q4	$30.2M	Buy	617,245 +78,290	+15%	+$3.5M	0.01%	729
2020 Q3	$24.1M	Buy	538,955 +69,916	+15%	+$3.36M	0.01%	724
2020 Q2	$24.9M	Buy	469,039 +41,164	+10%	+$1.81M	0.01%	690
2020 Q1	$14.3M	Buy	427,875 +410,900	+2,421%	+$17.6M	0.01%	746
2019 Q4	$810K	Buy	+16,975	New	+$724K	﹤0.01%	1302
2017 Q4	–	Sell	-101,057	Closed	-$3.04M	–	1502
2017 Q3	$3.04M	Buy	+101,057	New	+$2.91M	﹤0.01%	1158
2015 Q2	–	Sell	-74,189	Closed	-$1.6M	–	1601
2015 Q1	$1.6M	Buy	74,189 +9,656	+15%	+$225K	﹤0.01%	1348
2014 Q4	$1.52M	Buy	+64,533	New	+$1.49M	﹤0.01%	1347

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Franklin Resources's APO Position: Q1 2026 in Review

Franklin Resources increased its Apollo Global Management (APO) stake by 5% in Q1 2026, buying an estimated $57.8M and bringing the position to 9,877,359 shares worth $1.1B. The position accounts for 0.27% of the portfolio, ranked #82.

Franklin Resources first reported a position in APO in Q4 2014 and has held it in 29 quarters since. The position peaked at $1.39B in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Franklin Resources held 9,877,359 shares of Apollo Global Management worth $1.1B as of Q1 2026.
Franklin Resources bought 466,106 Apollo Global Management shares in Q1 2026, an estimated $57.8M.
Apollo Global Management made up 0.27% of Franklin Resources's portfolio in Q1 2026, its #82 holding.
Franklin Resources first reported a position in Apollo Global Management in Q4 2014 and has held it in 29 quarters since.
Franklin Resources's Apollo Global Management position peaked at $1.39B in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.