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Global Financial Private Client’s Apollo Global Management APO Stock Holding History

Global Financial Private Client’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
2025
Q4 		– Sell
-2,964
Closed -$395K – 228
2025
Q3 		$395K Buy
2,964
+226
+8% +$32K 0.14% 164
2025
Q2 		$388K Buy
2,738
+2,618
+2,182% +$347K 0.15% 159
2025
Q1 		$16.4K Buy
120
+6
+5% +$923 0.01% 483
2024
Q4 		$18.8K Buy
114
+7
+7% +$1.11K 0.01% 443
2024
Q3 		$13.4K Buy
+107
New +$12.4K 0.01% 493

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Financial Private Client's APO Position: Q4 2025 in Review

Global Financial Private Client sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 2,964 shares — an estimated $395K sold.

Global Financial Private Client first reported a position in APO in Q3 2024 and held it in 5 quarters. The position peaked at $395K in Q3 2025. 1,205 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • Global Financial Private Client reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
  • Global Financial Private Client sold 2,964 Apollo Global Management shares in Q4 2025, an estimated $395K.
  • Global Financial Private Client first reported a position in Apollo Global Management in Q3 2024 and held it in 5 quarters.
  • Global Financial Private Client's Apollo Global Management position peaked at $395K in Q3 2025.
  • 1,205 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Global Financial Private Client's 13F filing for Q4 2025, filed 27 Jan 2026.