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Joel Isaacson & Co’s Apollo Global Management APO Stock Holding History

Joel Isaacson & Co’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 		$8.83M Buy
79,252
+20
+0% +$2.48K 0.29% 45
2025
Q4 		$11.5M Sell
79,232
-735
-0.9% -$97.6K 0.38% 34
2025
Q3 		$10.7M Buy
79,967
+15
+0% +$2.12K 0.38% 34
2025
Q2 		$11.3M Buy
79,952
+1,266
+2% +$168K 0.46% 31
2025
Q1 		$10.8M Buy
78,686
+9
+0% +$1.38K 0.49% 30
2024
Q4 		$13M Buy
78,677
+2,357
+3% +$373K 0.59% 25
2024
Q3 		$9.53M Buy
76,320
+169
+0.2% +$19.5K 0.45% 29
2024
Q2 		$8.99M Hold
76,151
– – 0.47% 30
2024
Q1 		$8.56M Hold
76,151
– – 0.47% 28
2023
Q4 		$7.1M Hold
76,151
– – 0.44% 29
2023
Q3 		$6.84M Buy
76,151
+1,319
+2% +$111K 0.47% 27
2023
Q2 		$5.75M Hold
74,832
– – 0.38% 31
2023
Q1 		$4.73M Hold
74,832
– – 0.34% 32
2022
Q4 		$4.77M Hold
74,832
– – 0.37% 32
2022
Q3 		$3.48M Hold
74,832
– – 0.3% 38
2022
Q2 		$3.63M Hold
74,832
– – 0.3% 36
2022
Q1 		$4.25M Buy
+74,832
New +$4.92M 0.31% 37
2021
Q4 		– Sell
-68,309
Closed -$4.21M – 310
2021
Q3 		$4.21M Buy
68,309
+1,552
+2% +$93.3K 0.32% 39
2021
Q2 		$4.15M Buy
+66,757
New +$3.7M 0.32% 36
2017
Q1 		– Sell
-300
Closed -$6K – 197
2016
Q4 		$6K Hold
300
– – ﹤0.01% 547
2016
Q3 		$5K Hold
300
– – ﹤0.01% 614
2016
Q2 		$5K Hold
300
– – ﹤0.01% 610
2016
Q1 		$5K Buy
+300
New +$4.5K ﹤0.01% 647
2015
Q2 		– Sell
-300
Closed -$6K – 748
2015
Q1 		$6K Hold
300
– – ﹤0.01% 598
2014
Q4 		$7K Buy
+300
New +$6.92K ﹤0.01% 526

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Joel Isaacson & Co's APO Position: Q1 2026 in Review

Joel Isaacson & Co increased its Apollo Global Management (APO) stake by 0.03% in Q1 2026, buying an estimated $2.48K and bringing the position to 79,252 shares worth $8.83M. The position accounts for 0.29% of the portfolio, ranked #45.

Joel Isaacson & Co first reported a position in APO in Q4 2014 and has held it in 25 quarters since. The position peaked at $13M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Joel Isaacson & Co held 79,252 shares of Apollo Global Management worth $8.83M as of Q1 2026.
  • Joel Isaacson & Co bought 20 Apollo Global Management shares in Q1 2026, an estimated $2.48K.
  • Apollo Global Management made up 0.29% of Joel Isaacson & Co's portfolio in Q1 2026, its #45 holding.
  • Joel Isaacson & Co first reported a position in Apollo Global Management in Q4 2014 and has held it in 25 quarters since.
  • Joel Isaacson & Co's Apollo Global Management position peaked at $13M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.