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Lindbrook Capital’s Apollo Global Management APO Stock Holding History

Lindbrook Capital’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
Q1 		$260K Sell
1,896
-2,253
-54% -$346K 0.02% 345
2024
Q4 		$685K Buy
4,149
+750
+22% +$119K 0.06% 181
2024
Q3 		$425K Buy
3,399
+1,276
+60% +$147K 0.04% 246
2024
Q2 		$251K Buy
2,123
+815
+62% +$92.5K 0.02% 316
2024
Q1 		$147K Buy
1,308
+102
+8% +$10.8K 0.01% 429
2023
Q4 		$112K Buy
1,206
+455
+61% +$40.2K 0.01% 491
2023
Q3 		$67.4K Buy
751
+60
+9% +$5.04K 0.01% 585
2023
Q2 		$53.1K Buy
691
+109
+19% +$7.29K 0.01% 699
2023
Q1 		$36.7K Sell
582
-70
-11% -$4.69K ﹤0.01% 813
2022
Q4 		$41.6K Buy
652
+346
+113% +$20.6K 0.01% 765
2022
Q3 		$14K Buy
306
+1
+0.3% +$55 ﹤0.01% 1154
2022
Q2 		$15K Sell
305
-1,052
-78% -$57.2K ﹤0.01% 1080
2022
Q1 		$84K Buy
1,357
+1,186
+694% +$78K 0.01% 516
2021
Q4 		$12K Buy
171
+2
+1% +$144 ﹤0.01% 1189
2021
Q3 		$10K Buy
169
+1
+0.6% +$60 ﹤0.01% 977
2021
Q2 		$10K Buy
168
+1
+0.6% +$55 ﹤0.01% 1044
2021
Q1 		$8K Buy
+167
New +$8.13K ﹤0.01% 1081

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's APO Position: Q1 2025 in Review

Lindbrook Capital reduced its Apollo Global Management (APO) stake by 54% in Q1 2025, selling an estimated $346K and leaving 1,896 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #345.

Lindbrook Capital first reported a position in APO in Q1 2021 and has held it in 17 quarters since. The position peaked at $685K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Lindbrook Capital held 1,896 shares of Apollo Global Management worth $260K as of Q1 2025.
  • Lindbrook Capital sold 2,253 Apollo Global Management shares in Q1 2025, an estimated $346K.
  • Apollo Global Management made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #345 holding.
  • Lindbrook Capital first reported a position in Apollo Global Management in Q1 2021 and has held it in 17 quarters since.
  • Lindbrook Capital's Apollo Global Management position peaked at $685K in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.