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Personal CFO Solutions’s Apollo Global Management APO Stock Holding History

Personal CFO Solutions’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 		$201K Buy
1,800
+155
+9% +$19.2K 0.03% 514
2025
Q4 		$238K Sell
1,645
-266
-14% -$35.3K 0.04% 447
2025
Q3 		$255K Buy
1,911
+182
+11% +$25.8K 0.04% 406
2025
Q2 		$245K Buy
+1,729
New +$229K 0.05% 394

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Personal CFO Solutions's APO Position: Q1 2026 in Review

Personal CFO Solutions increased its Apollo Global Management (APO) stake by 9.4% in Q1 2026, buying an estimated $19.2K and bringing the position to 1,800 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #514.

Personal CFO Solutions first reported a position in APO in Q2 2025 and has held it in 4 quarters since. The position peaked at $255K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Personal CFO Solutions held 1,800 shares of Apollo Global Management worth $201K as of Q1 2026.
  • Personal CFO Solutions bought 155 Apollo Global Management shares in Q1 2026, an estimated $19.2K.
  • Apollo Global Management made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #514 holding.
  • Personal CFO Solutions first reported a position in Apollo Global Management in Q2 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Apollo Global Management position peaked at $255K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.