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Great Lakes Retirement’s Apollo Global Management APO Stock Holding History

Great Lakes Retirement’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
Q2 		$9.75M Buy
82,405
+6,588
+9% +$828K 0.87% 36
2026
Q1 		$8.45M Buy
75,817
+5,259
+7% +$652K 0.87% 31
2025
Q4 		$10.2M Buy
70,558
+2,131
+3% +$283K 1.06% 24
2025
Q3 		$9.12M Buy
68,427
+722
+1% +$102K 1% 27
2025
Q2 		$9.61M Buy
67,705
+58,100
+605% +$7.7M 1.14% 22
2025
Q1 		$1.32M Buy
9,605
+791
+9% +$122K 0.17% 123
2024
Q4 		$1.46M Buy
8,814
+145
+2% +$23K 0.19% 115
2024
Q3 		$1.08M Buy
8,669
+344
+4% +$39.7K 0.14% 143
2024
Q2 		$983K Buy
8,325
+852
+11% +$96.7K 0.13% 141
2024
Q1 		$840K Buy
7,473
+279
+4% +$29.4K 0.12% 147
2023
Q4 		$670K Buy
7,194
+698
+11% +$61.6K 0.11% 156
2023
Q3 		$583K Sell
6,496
-208
-3% -$17.5K 0.11% 156
2023
Q2 		$515K Buy
+6,704
New +$448K 0.09% 164

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Great Lakes Retirement's APO Position: Q2 2026 in Review

Great Lakes Retirement increased its Apollo Global Management (APO) stake by 8.7% in Q2 2026, buying an estimated $828K and bringing the position to 82,405 shares worth $9.75M. The position accounts for 0.87% of the portfolio, ranked #36.

Great Lakes Retirement first reported a position in APO in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Great Lakes Retirement held 82,405 shares of Apollo Global Management worth $9.75M as of Q2 2026.
  • Great Lakes Retirement bought 6,588 Apollo Global Management shares in Q2 2026, an estimated $828K.
  • Apollo Global Management made up 0.87% of Great Lakes Retirement's portfolio in Q2 2026, its #36 holding.
  • Great Lakes Retirement first reported a position in Apollo Global Management in Q2 2023 and has held it in 13 quarters since.
  • Great Lakes Retirement's Apollo Global Management position peaked at $10.2M in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.