Greenwood Gearhart’s Apollo Global Management APO Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-1,800	Closed	-$297K	–	108
2024 Q4	$297K	Hold	1,800	–	–	0.02%	112
2024 Q3	$225K	Hold	1,800	–	–	0.02%	99
2024 Q2	$213K	Hold	1,800	–	–	0.02%	104
2024 Q1	$202K	Hold	1,800	–	–	0.02%	99
2023 Q4	$168K	Buy	+1,800	New	+$159K	0.02%	104

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Greenwood Gearhart's APO Position: Q1 2025 in Review

Greenwood Gearhart sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,800 shares — an estimated $297K sold.

Greenwood Gearhart first reported a position in APO in Q4 2023 and held it in 5 quarters. The position peaked at $297K in Q4 2024. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Greenwood Gearhart reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Greenwood Gearhart sold 1,800 Apollo Global Management shares in Q1 2025, an estimated $297K.
Greenwood Gearhart first reported a position in Apollo Global Management in Q4 2023 and held it in 5 quarters.
Greenwood Gearhart's Apollo Global Management position peaked at $297K in Q4 2024.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.