New York Life Investment Management’s Apollo Global Management APO Stock Holding History

New York Life Investment 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	$7.65M	Buy	68,626 +1,471	+2%	+$182K	0.06%	249
2025 Q4	$9.72M	Buy	67,155 +642	+1%	+$85.3K	0.08%	200
2025 Q3	$8.86M	Sell	66,513 -420	-0.6%	-$59.5K	0.08%	219
2025 Q2	$9.5M	Buy	66,933 +1,466	+2%	+$194K	0.09%	204
2025 Q1	$8.97M	Sell	65,467 -292	-0.4%	-$44.9K	0.09%	203
2024 Q4	$10.9M	Buy	65,759 +58,407	+794%	+$9.25M	0.11%	176
2024 Q3	$918K	Sell	7,352 -34	-0.5%	-$3.92K	0.01%	713
2024 Q2	$872K	Buy	7,386 +309	+4%	+$35.1K	0.01%	712
2024 Q1	$796K	Sell	7,077 -20	-0.3%	-$2.11K	0.01%	727
2023 Q4	$661K	Buy	7,097 +774	+12%	+$68.3K	0.01%	749
2023 Q3	$568K	Sell	6,323 -285	-4%	-$24K	0.01%	748
2023 Q2	$508K	Buy	+6,608	New	+$442K	0.01%	712

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

New York Life Investment Management's APO Position: Q1 2026 in Review

New York Life Investment Management increased its Apollo Global Management (APO) stake by 2.2% in Q1 2026, buying an estimated $182K and bringing the position to 68,626 shares worth $7.65M. The position accounts for 0.06% of the portfolio, ranked #249.

New York Life Investment Management first reported a position in APO in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

New York Life Investment Management held 68,626 shares of Apollo Global Management worth $7.65M as of Q1 2026.
New York Life Investment Management bought 1,471 Apollo Global Management shares in Q1 2026, an estimated $182K.
Apollo Global Management made up 0.06% of New York Life Investment Management's portfolio in Q1 2026, its #249 holding.
New York Life Investment Management first reported a position in Apollo Global Management in Q2 2023 and has held it in 12 quarters since.
New York Life Investment Management's Apollo Global Management position peaked at $10.9M in Q4 2024.
1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.