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Kohmann Bosshard Financial Services’s Apollo Global Management APO Stock Holding History

Kohmann Bosshard Financial Services’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
-200
Closed -$29K – 234
2025
Q4 		$29K Buy
+200
New +$26.6K ﹤0.01% 644
2025
Q1 		– Sell
-204
Closed -$33.7K – 316
2024
Q4 		$33.7K Buy
+204
New +$32.3K ﹤0.01% 371

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kohmann Bosshard Financial Services's APO Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 200 shares — an estimated $29K sold.

Kohmann Bosshard Financial Services first reported a position in APO in Q4 2024 and held it in 2 quarters. The position peaked at $33.7K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 200 Apollo Global Management shares in Q1 2026, an estimated $29K.
  • Kohmann Bosshard Financial Services first reported a position in Apollo Global Management in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Apollo Global Management position peaked at $33.7K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.