M3 Advisory Group’s Apollo Global Management APO Stock Holding History

M3 Advisory 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 Q1	$227K	Buy	2,033 +36	+2%	+$4.46K	0.14%	130
2025 Q4	$289K	Buy	1,997 +24	+1%	+$3.19K	0.18%	93
2025 Q3	$263K	Buy	1,973 +36	+2%	+$5.1K	0.16%	107
2025 Q2	$275K	Sell	1,937 -6	-0.3%	-$796	0.19%	99
2025 Q1	$266K	Buy	1,943 +6	+0.3%	+$923	0.21%	102
2024 Q4	$320K	Hold	1,937	–	–	0.23%	93
2024 Q3	$242K	Sell	1,937 -1,206	-38%	-$139K	0.18%	123
2024 Q2	$371K	Buy	+3,143	New	+$357K	0.31%	80

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M3 Advisory Group's APO Position: Q1 2026 in Review

M3 Advisory Group increased its Apollo Global Management (APO) stake by 1.8% in Q1 2026, buying an estimated $4.46K and bringing the position to 2,033 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #130.

M3 Advisory Group first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $371K in Q2 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

M3 Advisory Group held 2,033 shares of Apollo Global Management worth $227K as of Q1 2026.
M3 Advisory Group bought 36 Apollo Global Management shares in Q1 2026, an estimated $4.46K.
Apollo Global Management made up 0.14% of M3 Advisory Group's portfolio in Q1 2026, its #130 holding.
M3 Advisory Group first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
M3 Advisory Group's Apollo Global Management position peaked at $371K in Q2 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.