Golden State Equity Partners’s Apollo Global Management APO Stock Holding History

Golden State Equity Partners’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	$554K	Buy	4,970 +1,030	+26%	+$128K	0.04%	424
2025 Q4	$570K	Sell	3,940 -2,991	-43%	-$397K	0.09%	255
2025 Q3	$924K	Buy	6,931 +227	+3%	+$32.1K	0.16%	157
2025 Q2	$951K	Buy	6,704 +3,290	+96%	+$436K	0.18%	144
2025 Q1	$468K	Sell	3,414 -105	-3%	-$16.1K	0.09%	256
2024 Q4	$581K	Buy	3,519 +1,660	+89%	+$263K	0.11%	206
2024 Q3	$232K	Sell	1,859 -1,345	-42%	-$155K	0.12%	159
2024 Q2	$378K	Buy	+3,204	New	+$364K	0.08%	273
2023 Q4	$315K	Buy	3,379 +71	+2%	+$6.27K	0.08%	269
2023 Q3	$297K	Buy	3,308 +157	+5%	+$13.2K	0.08%	257
2023 Q2	$242K	Buy	+3,151	New	+$211K	0.07%	314
2022 Q1	$209K	Buy	+3,378	New	+$222K	0.11%	175

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

Golden State Equity Partners's APO Position: Q1 2026 in Review

Golden State Equity Partners increased its Apollo Global Management (APO) stake by 26% in Q1 2026, buying an estimated $128K and bringing the position to 4,970 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #424.

Golden State Equity Partners first reported a position in APO in Q1 2022 and has held it in 12 quarters since. The position peaked at $951K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Golden State Equity Partners held 4,970 shares of Apollo Global Management worth $554K as of Q1 2026.
Golden State Equity Partners bought 1,030 Apollo Global Management shares in Q1 2026, an estimated $128K.
Apollo Global Management made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #424 holding.
Golden State Equity Partners first reported a position in Apollo Global Management in Q1 2022 and has held it in 12 quarters since.
Golden State Equity Partners's Apollo Global Management position peaked at $951K in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.