Kelleher Financial Advisors’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Hold |
10,748
| – | – | 0.3% | 60 |
|
|
2025
Q4 | $1.56M | Hold |
10,748
| – | – | 0.36% | 51 |
|
|
2025
Q3 | $1.43M | Hold |
10,748
| – | – | 0.36% | 51 |
|
|
2025
Q2 | $1.52M | Sell |
10,748
-36
| -0.3% | -$4.77K | 0.53% | 30 |
|
|
2025
Q1 | $1.48M | Buy |
10,784
+36
| +0.3% | +$5.54K | 0.59% | 26 |
|
|
2024
Q4 | $1.78M | Hold |
10,748
| – | – | 0.67% | 22 |
|
|
2024
Q3 | $1.34M | Hold |
10,748
| – | – | 0.51% | 27 |
|
|
2024
Q2 | $1.27M | Hold |
10,748
| – | – | 0.52% | 28 |
|
|
2024
Q1 | $1.21M | Sell |
10,748
-3,652
| -25% | -$385K | 0.5% | 31 |
|
|
2023
Q4 | $1.34M | Hold |
14,400
| – | – | 0.63% | 21 |
|
|
2023
Q3 | $1.29M | Hold |
14,400
| – | – | 0.66% | 22 |
|
|
2023
Q2 | $1.11M | Hold |
14,400
| – | – | 0.64% | 27 |
|
|
2023
Q1 | $910K | Hold |
14,400
| – | – | 0.6% | 30 |
|
|
2022
Q4 | $919K | Hold |
14,400
| – | – | 0.69% | 29 |
|
|
2022
Q3 | $669K | Hold |
14,400
| – | – | 0.48% | 45 |
|
|
2022
Q2 | $698K | Hold |
14,400
| – | – | 0.31% | 60 |
|
|
2022
Q1 | $892K | Hold |
14,400
| – | – | 0.49% | 41 |
|
|
2021
Q4 | $1.04M | Sell |
14,400
-20,400
| -59% | -$1.47M | 0.55% | 35 |
|
|
2021
Q3 | $2.14M | Buy |
34,800
+17,400
| +100% | +$1.05M | 0.94% | 19 |
|
|
2021
Q2 | $1.08M | Sell |
17,400
-17,400
| -50% | -$965K | 0.61% | 29 |
|
|
2021
Q1 | $1.64M | Buy |
34,800
+14,400
| +71% | +$701K | 1.05% | 19 |
|
|
2020
Q4 | $999K | Hold |
20,400
| – | – | 0.75% | 28 |
|
|
2020
Q3 | $912K | Hold |
20,400
| – | – | 0.76% | 28 |
|
|
2020
Q2 | $1.02M | Hold |
20,400
| – | – | 0.98% | 20 |
|
|
2020
Q1 | $683K | Hold |
20,400
| – | – | 0.82% | 26 |
|
|
2019
Q4 | $973K | Hold |
20,400
| – | – | 0.98% | 24 |
|
|
2019
Q3 | $771K | Hold |
20,400
| – | – | 0.94% | 23 |
|
|
2019
Q2 | $699K | Buy |
+20,400
| New | +$648K | 0.86% | 25 |
|
|
2018
Q4 | $500K | Hold |
20,400
| – | – | 0.8% | 32 |
|
|
2018
Q3 | $704K | Hold |
20,400
| – | – | 0.91% | 24 |
|
|
2018
Q2 | $650K | Hold |
20,400
| – | – | 0.93% | 30 |
|
|
2018
Q1 | $604K | Sell |
20,400
-17,600
| -46% | -$592K | 0.82% | 31 |
|
|
2017
Q4 | $1.27M | Hold |
38,000
| – | – | 2.01% | 11 |
|
|
2017
Q3 | $1.14M | Hold |
38,000
| – | – | 2.4% | 10 |
|
|
2017
Q2 | $1M | Hold |
38,000
| – | – | 1.94% | 12 |
|
|
2017
Q1 | $924K | Sell |
38,000
-2,000
| -5% | -$44.6K | 1.97% | 10 |
|
|
2016
Q4 | $774K | Buy |
+40,000
| New | +$755K | 0.43% | 62 |
|
Other funds holding APO
VCM
VPM
Kelleher Financial Advisors's APO Position: Q1 2026 in Review
Kelleher Financial Advisors held its Apollo Global Management (APO) position steady in Q1 2026 at 10,748 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #60.
Kelleher Financial Advisors first reported a position in APO in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.14M in Q3 2021. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.
- Kelleher Financial Advisors held 10,748 shares of Apollo Global Management worth $1.2M as of Q1 2026.
- Kelleher Financial Advisors left its Apollo Global Management share count unchanged in Q1 2026.
- Apollo Global Management made up 0.3% of Kelleher Financial Advisors's portfolio in Q1 2026, its #60 holding.
- Kelleher Financial Advisors first reported a position in Apollo Global Management in Q4 2016 and has held it in 37 quarters since.
- Kelleher Financial Advisors's Apollo Global Management position peaked at $2.14M in Q3 2021.
- 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.