Lido Advisors
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Lido Advisors’s Apollo Global Management APO Stock Holding History

Lido 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
2026
Q1 		$1.31M Sell
11,783
-4,571
-28% -$567K ﹤0.01% 859
2025
Q4 		$2.25M Sell
16,354
-2,722
-14% -$362K 0.01% 685
2025
Q3 		$2.54M Buy
19,076
+6,564
+52% +$929K 0.01% 624
2025
Q2 		$1.78M Buy
12,512
+64
+0.5% +$8.49K 0.01% 624
2025
Q1 		$1.7M Buy
12,448
+7,736
+164% +$1.19M 0.01% 586
2024
Q4 		$778K Sell
4,712
-160
-3% -$25.3K ﹤0.01% 856
2024
Q3 		$609K Buy
4,872
+53
+1% +$6.12K ﹤0.01% 890
2024
Q2 		$569K Sell
4,819
-211
-4% -$23.9K ﹤0.01% 886
2024
Q1 		$566K Sell
5,030
-9,415
-65% -$994K ﹤0.01% 865
2023
Q4 		$693K Buy
14,445
+9,907
+218% +$875K ﹤0.01% 739
2023
Q3 		$407K Buy
4,538
+436
+11% +$36.6K ﹤0.01% 802
2023
Q2 		$315K Buy
4,102
+33
+0.8% +$2.21K ﹤0.01% 906
2023
Q1 		$257K Sell
4,069
-1,565
-28% -$105K ﹤0.01% 919
2022
Q4 		$359K Sell
5,634
-64
-1% -$3.8K ﹤0.01% 740
2022
Q3 		$264K Sell
5,698
-304
-5% -$16.7K ﹤0.01% 802
2022
Q2 		$291K Buy
+6,002
New +$327K ﹤0.01% 755
2022
Q1 		– Sell
-5,890
Closed -$426K – 988
2021
Q4 		$426K Buy
5,890
+504
+9% +$36.4K ﹤0.01% 670
2021
Q3 		$331K Buy
5,386
+14
+0.3% +$841 ﹤0.01% 724
2021
Q2 		$334K Hold
5,372
– – ﹤0.01% 678
2021
Q1 		$253K Hold
5,372
– – ﹤0.01% 727
2020
Q4 		$263K Sell
5,372
-174
-3% -$7.77K 0.01% 666
2020
Q3 		$248K Buy
5,546
+217
+4% +$10.4K 0.01% 537
2020
Q2 		$266K Buy
+5,329
New +$234K 0.01% 477
2020
Q1 		– Sell
-5,329
Closed -$254K – 587
2019
Q4 		$254K Hold
5,329
– – 0.01% 556
2019
Q3 		$202K Buy
+5,329
New +$194K 0.01% 546
2017
Q4 		– Sell
-20,729
Closed -$654K – 309
2017
Q3 		$654K Buy
+20,729
New +$597K 0.1% 115

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lido Advisors's APO Position: Q1 2026 in Review

Lido Advisors reduced its Apollo Global Management (APO) stake by 28% in Q1 2026, selling an estimated $567K and leaving 11,783 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Lido Advisors first reported a position in APO in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.54M in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Lido Advisors held 11,783 shares of Apollo Global Management worth $1.31M as of Q1 2026.
  • Lido Advisors sold 4,571 Apollo Global Management shares in Q1 2026, an estimated $567K.
  • Apollo Global Management made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #859 holding.
  • Lido Advisors first reported a position in Apollo Global Management in Q3 2017 and has held it in 26 quarters since.
  • Lido Advisors's Apollo Global Management position peaked at $2.54M in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.