Goelzer Investment Management’s Apollo Global Management APO Stock Holding History

Goelzer Investment Management’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	–	Sell	-5,518	Closed	-$799K	–	298
2025 Q4	$799K	Sell	5,518 -29,108	-84%	-$3.87M	0.04%	174
2025 Q3	$4.61M	Sell	34,626 -219	-0.6%	-$31K	0.24%	90
2025 Q2	$4.94M	Sell	34,845 -293	-0.8%	-$38.9K	0.27%	87
2025 Q1	$4.81M	Buy	35,138 +851	+2%	+$131K	0.28%	81
2024 Q4	$5.66M	Buy	34,287 +305	+0.9%	+$48.3K	0.33%	72
2024 Q3	$4.24M	Buy	33,982 +830	+3%	+$95.8K	0.23%	97
2024 Q2	$3.91M	Buy	33,152 +12,102	+57%	+$1.37M	0.22%	100
2024 Q1	$2.37M	Buy	+21,050	New	+$2.22M	0.13%	122

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

Goelzer Investment Management's APO Position: Q1 2026 in Review

Goelzer Investment Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 5,518 shares — an estimated $799K sold.

Goelzer Investment Management first reported a position in APO in Q1 2024 and held it in 8 quarters. The position peaked at $5.66M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Goelzer Investment Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Goelzer Investment Management sold 5,518 Apollo Global Management shares in Q1 2026, an estimated $799K.
Goelzer Investment Management first reported a position in Apollo Global Management in Q1 2024 and held it in 8 quarters.
Goelzer Investment Management's Apollo Global Management position peaked at $5.66M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Goelzer Investment Management's 13F filing for Q1 2026, filed 9 Apr 2026.