PIM
APO icon

Plato Investment Management’s Apollo Global Management APO Stock Holding History

Plato 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 		$1.23M Buy
10,994
+74
+0.7% +$9.17K 0.08% 238
2025
Q4 		$1.59M Buy
10,920
+32
+0.3% +$4.25K 0.1% 200
2025
Q3 		$1.44M Buy
10,888
+5,452
+100% +$772K 0.1% 213
2025
Q2 		$768K Buy
5,436
+5,401
+15,431% +$716K 0.06% 293
2025
Q1 		$4.84K Sell
35
-213
-86% -$32.8K ﹤0.01% 501
2024
Q4 		$41.1K Hold
248
– – ﹤0.01% 506
2024
Q3 		$30.9K Hold
248
– – ﹤0.01% 463
2024
Q2 		$29.3K Hold
248
– – ﹤0.01% 417
2024
Q1 		$27.9K Hold
248
– – ﹤0.01% 399
2023
Q4 		$23.1K Buy
+248
New +$21.9K 0.03% 307

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

Plato Investment Management's APO Position: Q1 2026 in Review

Plato Investment Management increased its Apollo Global Management (APO) stake by 0.68% in Q1 2026, buying an estimated $9.17K and bringing the position to 10,994 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #238.

Plato Investment Management first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Plato Investment Management held 10,994 shares of Apollo Global Management worth $1.23M as of Q1 2026.
  • Plato Investment Management bought 74 Apollo Global Management shares in Q1 2026, an estimated $9.17K.
  • Apollo Global Management made up 0.08% of Plato Investment Management's portfolio in Q1 2026, its #238 holding.
  • Plato Investment Management first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Apollo Global Management position peaked at $1.59M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.