Helios Capital Management’s Apollo Global Management APO Stock Holding History

Helios Capital 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	-5,000	Closed	-$724K	–	23
2025 Q4	$724K	Hold	5,000	–	–	0.5%	30
2025 Q3	$666K	Hold	5,000	–	–	0.45%	31
2025 Q2	$709K	Buy	5,000 +2,500	+100%	+$332K	0.55%	30
2025 Q1	$342K	Hold	2,500	–	–	0.6%	23
2024 Q4	$413K	Hold	2,500	–	–	0.24%	43
2024 Q3	$312K	Hold	2,500	–	–	0.19%	49
2024 Q2	$295K	Hold	2,500	–	–	0.19%	50
2024 Q1	$281K	Hold	2,500	–	–	0.2%	49
2023 Q4	$233K	Buy	+2,500	New	+$221K	0.18%	49
2022 Q1	–	Sell	-10,000	Closed	-$724K	–	33
2021 Q4	$724K	Buy	+10,000	New	+$721K	0.66%	47

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Helios Capital Management's APO Position: Q1 2026 in Review

Helios Capital Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 5,000 shares — an estimated $724K sold.

Helios Capital Management first reported a position in APO in Q4 2021 and held it in 10 quarters. The position peaked at $724K in Q4 2021. 1,134 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Helios Capital Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
Helios Capital Management sold 5,000 Apollo Global Management shares in Q1 2026, an estimated $724K.
Helios Capital Management first reported a position in Apollo Global Management in Q4 2021 and held it in 10 quarters.
Helios Capital Management's Apollo Global Management position peaked at $724K in Q4 2021.
1,134 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Helios Capital Management's 13F filing for Q1 2026, filed 5 May 2026.