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HFM Investment Advisors’s Apollo Global Management APO Stock Holding History

HFM Investment Advisors’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 		$2.25K Buy
19
+14
+280% +$1.76K ﹤0.01% 406
2026
Q1 		$557 Sell
5
-2
-29% -$248 ﹤0.01% 632
2025
Q4 		$1.01K Hold
7
– – ﹤0.01% 451
2025
Q3 		$933 Sell
7
-1
-13% -$142 ﹤0.01% 406
2025
Q2 		$1.14K Buy
8
+4
+100% +$530 ﹤0.01% 312
2025
Q1 		$548 Buy
+4
New +$615 ﹤0.01% 268

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's APO Position: Q2 2026 in Review

HFM Investment Advisors increased its Apollo Global Management (APO) stake by 280% in Q2 2026, buying an estimated $1.76K and bringing the position to 19 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

HFM Investment Advisors first reported a position in APO in Q1 2025 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • HFM Investment Advisors held 19 shares of Apollo Global Management worth $2.25K as of Q2 2026.
  • HFM Investment Advisors bought 14 Apollo Global Management shares in Q2 2026, an estimated $1.76K.
  • Apollo Global Management made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #406 holding.
  • HFM Investment Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.