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Larson Financial Group’s Apollo Global Management APO Stock Holding History

Larson Financial Group’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 		$443K Buy
3,742
+146
+4% +$18.4K 0.01% 595
2026
Q1 		$401K Buy
3,596
+235
+7% +$29.1K 0.01% 545
2025
Q4 		$487K Sell
3,361
-3
-0.1% -$398 0.02% 469
2025
Q3 		$448K Buy
3,364
+317
+10% +$44.9K 0.02% 494
2025
Q2 		$432K Buy
3,047
+82
+3% +$10.9K 0.02% 468
2025
Q1 		$406K Sell
2,965
-760
-20% -$117K 0.02% 450
2024
Q4 		$615K Buy
3,725
+37
+1% +$5.86K 0.03% 309
2024
Q3 		$461K Sell
3,688
-991
-21% -$114K 0.03% 354
2024
Q2 		$552K Sell
4,679
-4
-0.1% -$454 0.04% 256
2024
Q1 		$527K Sell
4,683
-353
-7% -$37.3K 0.04% 237
2023
Q4 		$469K Sell
5,036
-58
-1% -$5.12K 0.04% 230
2023
Q3 		$457K Sell
5,094
-1,900
-27% -$160K 0.05% 205
2023
Q2 		$537K Buy
6,994
+4,092
+141% +$274K 0.05% 189
2023
Q1 		$183K Hold
2,902
– – 0.02% 321
2022
Q4 		$185K Sell
2,902
-1,121
-28% -$66.6K 0.02% 315
2022
Q3 		$187K Buy
+4,023
New +$221K 0.03% 274

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

Larson Financial Group's APO Position: Q2 2026 in Review

Larson Financial Group increased its Apollo Global Management (APO) stake by 4.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,742 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #595.

Larson Financial Group first reported a position in APO in Q3 2022 and has held it in 16 quarters since. The position peaked at $615K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Larson Financial Group held 3,742 shares of Apollo Global Management worth $443K as of Q2 2026.
  • Larson Financial Group bought 146 Apollo Global Management shares in Q2 2026, an estimated $18.4K.
  • Apollo Global Management made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #595 holding.
  • Larson Financial Group first reported a position in Apollo Global Management in Q3 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Apollo Global Management position peaked at $615K in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.