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 Q2	$244K	Buy	2,062 +29	+1%	+$3.65K	0.13%	136
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

M3 Advisory Group's APO Position: Q2 2026 in Review

M3 Advisory Group increased its Apollo Global Management (APO) stake by 1.4% in Q2 2026, buying an estimated $3.65K and bringing the position to 2,062 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #136.

M3 Advisory Group first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $371K in Q2 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

M3 Advisory Group held 2,062 shares of Apollo Global Management worth $244K as of Q2 2026.
M3 Advisory Group bought 29 Apollo Global Management shares in Q2 2026, an estimated $3.65K.
Apollo Global Management made up 0.13% of M3 Advisory Group's portfolio in Q2 2026, its #136 holding.
M3 Advisory Group first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
M3 Advisory Group's Apollo Global Management position peaked at $371K in Q2 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.