Menard Financial Group’s Apollo Global Management APO Stock Holding History

Menard Financial 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
2025 Q4	–	Sell	-6,308	Closed	-$841K	–	81
2025 Q3	$841K	Buy	6,308 +353	+6%	+$50K	0.57%	41
2025 Q2	$845K	Sell	5,955 -190	-3%	-$25.2K	0.5%	43
2025 Q1	$795K	Buy	6,145 +359	+6%	+$55.2K	0.52%	43
2024 Q4	$956K	Buy	5,786 +25	+0.4%	+$3.96K	0.57%	37
2024 Q3	$720K	Buy	5,761 +71	+1%	+$8.2K	0.47%	49
2024 Q2	$672K	Buy	5,690 +113	+2%	+$12.8K	0.48%	48
2024 Q1	$627K	Buy	+5,577	New	+$589K	0.53%	43

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Menard Financial Group's APO Position: Q4 2025 in Review

Menard Financial Group sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 6,308 shares — an estimated $841K sold.

Menard Financial Group first reported a position in APO in Q1 2024 and held it in 7 quarters. The position peaked at $956K in Q4 2024. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Menard Financial Group reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Menard Financial Group sold 6,308 Apollo Global Management shares in Q4 2025, an estimated $841K.
Menard Financial Group first reported a position in Apollo Global Management in Q1 2024 and held it in 7 quarters.
Menard Financial Group's Apollo Global Management position peaked at $956K in Q4 2024.
1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Menard Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.