MV Capital Management’s Apollo Global Management APO Stock Holding History

MV Capital Management’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	$13.6K	Sell	122 -10	-8%	-$1.24K	﹤0.01%	488
2025 Q4	$19.1K	Buy	132 +26	+25%	+$3.45K	﹤0.01%	446
2025 Q3	$14.1K	Buy	106 +2	+2%	+$283	﹤0.01%	469
2025 Q2	$14.8K	Buy	104 +22	+27%	+$2.92K	﹤0.01%	481
2025 Q1	$11.2K	Sell	82 -36	-31%	-$5.54K	﹤0.01%	503
2024 Q4	$19.5K	Buy	118 +38	+48%	+$6.02K	﹤0.01%	433
2024 Q3	$9.99K	Buy	80 +34	+74%	+$3.92K	﹤0.01%	533
2024 Q2	$5.43K	Buy	46 +28	+156%	+$3.18K	﹤0.01%	597
2024 Q1	$2.02K	Buy	18 +10	+125%	+$1.05K	﹤0.01%	659
2023 Q4	$746	Buy	+8	New	+$706	﹤0.01%	672
2018 Q3	–	Sell	-416	Closed	-$13K	–	350
2018 Q2	$13K	Hold	416	–	–	﹤0.01%	230
2018 Q1	$12K	Hold	416	–	–	﹤0.01%	229
2017 Q4	$14K	Hold	416	–	–	﹤0.01%	224
2017 Q3	$13K	Hold	416	–	–	﹤0.01%	227
2017 Q2	$11K	Hold	416	–	–	﹤0.01%	241
2017 Q1	$10K	Hold	416	–	–	﹤0.01%	241
2016 Q4	$8K	Hold	416	–	–	﹤0.01%	244
2016 Q3	$7K	Hold	416	–	–	﹤0.01%	250
2016 Q2	$6K	Hold	416	–	–	﹤0.01%	261
2016 Q1	$7K	Hold	416	–	–	﹤0.01%	239
2015 Q4	$6K	Hold	416	–	–	﹤0.01%	262
2015 Q3	$7K	Hold	416	–	–	﹤0.01%	243
2015 Q2	$9K	Hold	416	–	–	﹤0.01%	306
2015 Q1	$9K	Hold	416	–	–	﹤0.01%	292
2014 Q4	$10K	Buy	+416	New	+$9.59K	﹤0.01%	287

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

MV Capital Management's APO Position: Q1 2026 in Review

MV Capital Management reduced its Apollo Global Management (APO) stake by 7.6% in Q1 2026, selling an estimated $1.24K and leaving 122 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

MV Capital Management first reported a position in APO in Q4 2014 and has held it in 25 quarters since. The position peaked at $19.5K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

MV Capital Management held 122 shares of Apollo Global Management worth $13.6K as of Q1 2026.
MV Capital Management sold 10 Apollo Global Management shares in Q1 2026, an estimated $1.24K.
Apollo Global Management made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #488 holding.
MV Capital Management first reported a position in Apollo Global Management in Q4 2014 and has held it in 25 quarters since.
MV Capital Management's Apollo Global Management position peaked at $19.5K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.