Fulton Breakefield Broenniman’s Apollo Global Management APO Stock Holding History

Fulton Breakefield Broenniman’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	$13.6M	Sell	122,236 -2,818	-2%	-$349K	0.89%	35
2025 Q4	$18.1M	Sell	125,054 -1,860	-1%	-$247K	1.14%	24
2025 Q3	$16.9M	Sell	126,914 -372	-0.3%	-$52.7K	1.09%	26
2025 Q2	$18.1M	Sell	127,286 -255	-0.2%	-$33.8K	1.22%	23
2025 Q1	$17.5M	Buy	127,541 +1,746	+1%	+$268K	1.26%	24
2024 Q4	$20.8M	Buy	125,795 +141	+0.1%	+$22.3K	1.48%	22
2024 Q3	$15.7M	Buy	125,654 +5	+0%	+$577	1.1%	31
2024 Q2	$14.8M	Buy	125,649 +911	+0.7%	+$103K	1.1%	34
2024 Q1	$14M	Buy	+124,738	New	+$13.2M	1.08%	36
2023 Q4	–	Sell	-2,442	Closed	-$219K	–	176
2023 Q3	$219K	Sell	2,442 -479	-16%	-$40.3K	0.02%	162
2023 Q2	$224K	Buy	+2,921	New	+$195K	0.02%	164
2021 Q3	–	Sell	-4,864	Closed	-$303K	–	176
2021 Q2	$303K	Sell	4,864 -1,457	-23%	-$80.8K	0.03%	156
2021 Q1	$297K	Buy	+6,321	New	+$308K	0.03%	155

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

Fulton Breakefield Broenniman's APO Position: Q1 2026 in Review

Fulton Breakefield Broenniman reduced its Apollo Global Management (APO) stake by 2.3% in Q1 2026, selling an estimated $349K and leaving 122,236 shares worth $13.6M. The position accounts for 0.89% of the portfolio, ranked #35.

Fulton Breakefield Broenniman first reported a position in APO in Q1 2021 and has held it in 13 quarters since. The position peaked at $20.8M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Fulton Breakefield Broenniman held 122,236 shares of Apollo Global Management worth $13.6M as of Q1 2026.
Fulton Breakefield Broenniman sold 2,818 Apollo Global Management shares in Q1 2026, an estimated $349K.
Apollo Global Management made up 0.89% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #35 holding.
Fulton Breakefield Broenniman first reported a position in Apollo Global Management in Q1 2021 and has held it in 13 quarters since.
Fulton Breakefield Broenniman's Apollo Global Management position peaked at $20.8M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.