Lakewood Capital Management’s Apollo Global Management APO Stock Holding History

Lakewood Capital Management’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	$26.9M	Buy	227,197 +3,000	+1%	+$377K	1.38%	29
2026 Q1	$25M	Buy	224,197 +73,000	+48%	+$9.05M	1.58%	26
2025 Q4	$21.9M	Buy	151,197 +78,000	+107%	+$10.4M	1.45%	26
2025 Q3	$9.75M	Hold	73,197	–	–	0.74%	37
2025 Q2	$10.4M	Hold	73,197	–	–	0.78%	38
2025 Q1	$10M	Sell	73,197 -42,000	-36%	-$6.46M	0.87%	29
2024 Q4	$19M	Sell	115,197 -292,000	-72%	-$46.3M	1.71%	23
2024 Q3	$50.9M	Buy	407,197 +30,000	+8%	+$3.46M	4%	10
2024 Q2	$44.5M	Hold	377,197	–	–	3.64%	13
2024 Q1	$42.4M	Sell	377,197 -125,000	-25%	-$13.2M	3.46%	12
2023 Q4	$46.8M	Sell	502,197 -12,000	-2%	-$1.06M	3.92%	7
2023 Q3	$46.2M	Sell	514,197 -128,000	-20%	-$10.8M	4.2%	9
2023 Q2	$49.3M	Sell	642,197 -77,000	-11%	-$5.15M	4.27%	9
2023 Q1	$45.4M	Buy	719,197 +33,000	+5%	+$2.21M	3.71%	11
2022 Q4	$43.8M	Sell	686,197 -89,171	-12%	-$5.3M	3.89%	11
2022 Q3	$36.1M	Sell	775,368 -15,000	-2%	-$824K	3.03%	17
2022 Q2	$38.3M	Buy	790,368 +195,000	+33%	+$10.6M	2.37%	20
2022 Q1	$36.9M	Buy	+595,368	New	+$39.2M	1.86%	23
2021 Q2	–	Sell	-338,271	Closed	-$15.9M	–	60
2021 Q1	$15.9M	Sell	338,271 -360,000	-52%	-$17.5M	0.67%	39
2020 Q4	$34.2M	Sell	698,271 -7,000	-1%	-$313K	1.6%	25
2020 Q3	$31.6M	Buy	705,271 +60,000	+9%	+$2.89M	1.52%	24
2020 Q2	$32.2M	Sell	645,271 -646,000	-50%	-$28.3M	1.38%	27
2020 Q1	$43.3M	Buy	+1,291,271	New	+$55.5M	1.98%	19

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Lakewood Capital Management's APO Position: Q2 2026 in Review

Lakewood Capital Management increased its Apollo Global Management (APO) stake by 1.3% in Q2 2026, buying an estimated $377K and bringing the position to 227,197 shares worth $26.9M. The position accounts for 1.38% of the portfolio, ranked #29.

Lakewood Capital Management first reported a position in APO in Q1 2020 and has held it in 23 quarters since. The position peaked at $50.9M in Q3 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Lakewood Capital Management held 227,197 shares of Apollo Global Management worth $26.9M as of Q2 2026.
Lakewood Capital Management bought 3,000 Apollo Global Management shares in Q2 2026, an estimated $377K.
Apollo Global Management made up 1.38% of Lakewood Capital Management's portfolio in Q2 2026, its #29 holding.
Lakewood Capital Management first reported a position in Apollo Global Management in Q1 2020 and has held it in 23 quarters since.
Lakewood Capital Management's Apollo Global Management position peaked at $50.9M in Q3 2024.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.