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LRI Investments’s Apollo Global Management APO Stock Holding History

LRI Investments’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 		$307K Buy
2,591
+13
+0.5% +$1.64K 0.02% 257
2026
Q1 		$287K Buy
+2,578
New +$320K 0.03% 238

Other funds holding APO

CS
CapitalatWork SA Auderghem $3.99B AUM
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SS
Spinecap SAS Paris, France $335M AUM 16.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LRI Investments's APO Position: Q2 2026 in Review

LRI Investments increased its Apollo Global Management (APO) stake by 0.5% in Q2 2026, buying an estimated $1.64K and bringing the position to 2,591 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #257.

LRI Investments first reported a position in APO in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • LRI Investments held 2,591 shares of Apollo Global Management worth $307K as of Q2 2026.
  • LRI Investments bought 13 Apollo Global Management shares in Q2 2026, an estimated $1.64K.
  • Apollo Global Management made up 0.02% of LRI Investments's portfolio in Q2 2026, its #257 holding.
  • LRI Investments first reported a position in Apollo Global Management in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.