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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
Q2 		$49.6K Buy
419
+107
+34% +$13.5K ﹤0.01% 1276
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's APO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Apollo Global Management (APO) stake by 34% in Q2 2026, buying an estimated $13.5K and bringing the position to 419 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Pinnacle Wealth Planning Services first reported a position in APO in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.3K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 419 shares of Apollo Global Management worth $49.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 107 Apollo Global Management shares in Q2 2026, an estimated $13.5K.
  • Apollo Global Management made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1276 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Apollo Global Management position peaked at $53.3K in Q4 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.