Poehling Capital Management’s Apollo Global Management APO Stock Holding History

Poehling Capital 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 Q2	$364K	Hold	3,077	–	–	0.08%	124
2026 Q1	$343K	Hold	3,077	–	–	0.07%	121
2025 Q4	$445K	Buy	3,077 +191	+7%	+$25.4K	0.09%	99
2025 Q3	$385K	Hold	2,886	–	–	0.08%	110
2025 Q2	$409K	Hold	2,886	–	–	0.1%	99
2025 Q1	$395K	Hold	2,886	–	–	0.1%	100
2024 Q4	$477K	Hold	2,886	–	–	0.12%	96
2024 Q3	$360K	Sell	2,886 -328	-10%	-$37.9K	0.09%	103
2024 Q2	$379K	Sell	3,214 -190	-6%	-$21.6K	0.1%	97
2024 Q1	$383K	Hold	3,404	–	–	0.1%	96
2023 Q4	$317K	Sell	3,404 -4,667	-58%	-$412K	0.1%	99
2023 Q3	$724K	Sell	8,071 -664	-8%	-$55.8K	0.25%	75
2023 Q2	$671K	Sell	8,735 -24,146	-73%	-$1.61M	0.23%	77
2023 Q1	$2.08M	Sell	32,881 -9	-0%	-$603	0.7%	46
2022 Q4	$2.1M	Sell	32,890 -2,000	-6%	-$119K	0.79%	42
2022 Q3	$1.62M	Sell	34,890 -58,122	-62%	-$3.19M	0.68%	47
2022 Q2	$4.51M	Sell	93,012 -647	-0.7%	-$35.2K	1.7%	20
2022 Q1	$5.81M	Buy	93,659 +24,502	+35%	+$1.61M	1.79%	16
2021 Q4	$5.01M	Buy	69,157 +249	+0.4%	+$18K	1.62%	18
2021 Q3	$4.24M	Sell	68,908 -2,553	-4%	-$153K	1.43%	20
2021 Q2	$4.45M	Sell	71,461 -339	-0.5%	-$18.8K	1.42%	18
2021 Q1	$3.38M	Buy	71,800 +8,280	+13%	+$403K	1.18%	27
2020 Q4	$3.11M	Buy	63,520 +15,831	+33%	+$707K	1.23%	26
2020 Q3	$2.13M	Sell	47,689 -940	-2%	-$45.2K	1.1%	33
2020 Q2	$2.43M	Buy	48,629 +595	+1%	+$26.1K	1.31%	25
2020 Q1	$1.61M	Sell	48,034 -440	-0.9%	-$18.9K	1.18%	30
2019 Q4	$2.31M	Buy	+48,474	New	+$2.07M	1.52%	16

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Poehling Capital Management's APO Position: Q2 2026 in Review

Poehling Capital Management held its Apollo Global Management (APO) position steady in Q2 2026 at 3,077 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #124.

Poehling Capital Management first reported a position in APO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.81M in Q1 2022. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Poehling Capital Management held 3,077 shares of Apollo Global Management worth $364K as of Q2 2026.
Poehling Capital Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.08% of Poehling Capital Management's portfolio in Q2 2026, its #124 holding.
Poehling Capital Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 27 quarters since.
Poehling Capital Management's Apollo Global Management position peaked at $5.81M in Q1 2022.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.