Level Four Advisory Services’s Apollo Global Management APO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$757K Buy
6,791
+441
+7% +$54.7K 0.02% 481
2025
Q4
$919K Buy
6,350
+784
+14% +$104K 0.03% 428
2025
Q3
$742K Buy
5,566
+1,659
+42% +$235K 0.03% 465
2025
Q2
$554K Sell
3,907
-21
-0.5% -$2.79K 0.02% 495
2025
Q1
$538K Buy
3,928
+797
+25% +$123K 0.02% 482
2024
Q4
$517K Sell
3,131
-28
-0.9% -$4.44K 0.02% 487
2024
Q3
$453K Sell
3,159
-59
-2% -$6.81K 0.02% 532
2024
Q2
$380K Buy
+3,218
New +$365K 0.02% 551

Other funds holding APO

Level Four Advisory Services's APO Position: Q1 2026 in Review

Level Four Advisory Services increased its Apollo Global Management (APO) stake by 6.9% in Q1 2026, buying an estimated $54.7K and bringing the position to 6,791 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #481.

Level Four Advisory Services first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $919K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Level Four Advisory Services held 6,791 shares of Apollo Global Management worth $757K as of Q1 2026.
  • Level Four Advisory Services bought 441 Apollo Global Management shares in Q1 2026, an estimated $54.7K.
  • Apollo Global Management made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #481 holding.
  • Level Four Advisory Services first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
  • Level Four Advisory Services's Apollo Global Management position peaked at $919K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.