Gilbert & Cook’s Apollo Global Management APO Stock Holding History

Gilbert & Cook’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	$226K	Buy	2,028 +161	+9%	+$20K	0.03%	205
2025 Q4	$270K	Sell	1,867 -4	-0.2%	-$531	0.03%	193
2025 Q3	$249K	Sell	1,871 -414	-18%	-$58.6K	0.03%	194
2025 Q2	$324K	Hold	2,285	–	–	0.04%	176
2025 Q1	$313K	Sell	2,285 -700	-23%	-$108K	0.05%	170
2024 Q4	$493K	Hold	2,985	–	–	0.07%	144
2024 Q3	$373K	Sell	2,985 -829	-22%	-$95.7K	0.05%	159
2024 Q2	$450K	Hold	3,814	–	–	0.07%	136
2024 Q1	$429K	Sell	3,814 -1,254	-25%	-$132K	0.06%	159
2023 Q4	$472K	Sell	5,068 -592	-10%	-$52.3K	0.07%	144
2023 Q3	$508K	Hold	5,660	–	–	0.08%	121
2023 Q2	$435K	Hold	5,660	–	–	0.07%	131
2023 Q1	$357K	Buy	+5,660	New	+$379K	0.06%	145

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

Gilbert & Cook's APO Position: Q1 2026 in Review

Gilbert & Cook increased its Apollo Global Management (APO) stake by 8.6% in Q1 2026, buying an estimated $20K and bringing the position to 2,028 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #205.

Gilbert & Cook first reported a position in APO in Q1 2023 and has held it in 13 quarters since. The position peaked at $508K in Q3 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Gilbert & Cook held 2,028 shares of Apollo Global Management worth $226K as of Q1 2026.
Gilbert & Cook bought 161 Apollo Global Management shares in Q1 2026, an estimated $20K.
Apollo Global Management made up 0.03% of Gilbert & Cook's portfolio in Q1 2026, its #205 holding.
Gilbert & Cook first reported a position in Apollo Global Management in Q1 2023 and has held it in 13 quarters since.
Gilbert & Cook's Apollo Global Management position peaked at $508K in Q3 2023.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.