LSA
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L & S Advisors’s Apollo Global Management APO Stock Holding History

L & S 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
2025
Q2 		– Sell
-9,712
Closed -$1.33M – 342
2025
Q1 		$1.33M Sell
9,712
-53,889
-85% -$8.29M 0.16% 153
2024
Q4 		$10.5M Buy
63,601
+36,883
+138% +$5.84M 1.15% 16
2024
Q3 		$3.34M Buy
+26,718
New +$3.08M 0.35% 84
2024
Q1 		– Sell
-77,288
Closed -$7.2M – 334
2023
Q4 		$7.2M Buy
+77,288
New +$6.82M 0.88% 31
2018
Q1 		– Sell
-33,835
Closed -$1.13M – 310
2017
Q4 		$1.13M Buy
33,835
+2,887
+9% +$90.5K 0.17% 123
2017
Q3 		$932K Buy
+30,948
New +$891K 0.16% 122

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return