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Pinnacle Wealth Planning Services’s Apollo Global Management APO Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.8K Sell
312
-56
-15% -$6.94K ﹤0.01% 1403
2025
Q4 		$53.3K Buy
+368
New +$48.9K 0.01% 1158

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

Pinnacle Wealth Planning Services's APO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Apollo Global Management (APO) stake by 15% in Q1 2026, selling an estimated $6.94K and leaving 312 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Pinnacle Wealth Planning Services first reported a position in APO in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.3K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 312 shares of Apollo Global Management worth $34.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 56 Apollo Global Management shares in Q1 2026, an estimated $6.94K.
  • Apollo Global Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1403 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Apollo Global Management position peaked at $53.3K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.