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Kerr Financial Planning’s Apollo Global Management APO Stock Holding History

Kerr Financial Planning’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 		$7.58K Buy
65
+1
+2% +$126 0.01% 399
2026
Q1 		$7.9K Buy
64
+1
+2% +$124 0.01% 385
2025
Q4 		$7.98K Hold
63
– – 0.01% 379
2025
Q3 		$8.02K Buy
+63
New +$8.92K 0.01% 378

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 $3.37T AUM 44.26% 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

Kerr Financial Planning's APO Position: Q2 2026 in Review

Kerr Financial Planning increased its Apollo Global Management (APO) stake by 1.6% in Q2 2026, buying an estimated $126 and bringing the position to 65 shares worth $7.58K. The position accounts for 0.01% of the portfolio, ranked #399.

Kerr Financial Planning first reported a position in APO in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.02K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Kerr Financial Planning held 65 shares of Apollo Global Management worth $7.58K as of Q2 2026.
  • Kerr Financial Planning bought 1 Apollo Global Management share in Q2 2026, an estimated $126.
  • Apollo Global Management made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #399 holding.
  • Kerr Financial Planning first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Apollo Global Management position peaked at $8.02K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.