Powell Investment Advisors’s Apollo Global Management APO Stock Holding History

Powell Investment Advisors’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	$323K	Buy	2,897 +186	+7%	+$23.1K	0.11%	107
2025 Q4	$392K	Hold	2,711	–	–	0.14%	95
2025 Q3	$361K	Hold	2,711	–	–	0.13%	101
2025 Q2	$385K	Sell	2,711 -80	-3%	-$10.6K	0.14%	90
2025 Q1	$382K	Hold	2,791	–	–	0.19%	69
2024 Q4	$461K	Hold	2,791	–	–	0.21%	72
2024 Q3	$349K	Hold	2,791	–	–	0.16%	82
2024 Q2	$330K	Hold	2,791	–	–	0.17%	81
2024 Q1	$314K	Hold	2,791	–	–	0.17%	78
2023 Q4	$260K	Hold	2,791	–	–	0.14%	88
2023 Q3	$251K	Hold	2,791	–	–	0.15%	88
2023 Q2	$214K	Buy	+2,791	New	+$187K	0.13%	96
2021 Q4	–	Sell	-2,700	Closed	-$166K	–	132
2021 Q3	$166K	Hold	2,700	–	–	0.1%	103
2021 Q2	$168K	Buy	+2,700	New	+$150K	0.1%	104

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Powell Investment Advisors's APO Position: Q1 2026 in Review

Powell Investment Advisors increased its Apollo Global Management (APO) stake by 6.9% in Q1 2026, buying an estimated $23.1K and bringing the position to 2,897 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #107.

Powell Investment Advisors first reported a position in APO in Q2 2021 and has held it in 14 quarters since. The position peaked at $461K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Powell Investment Advisors held 2,897 shares of Apollo Global Management worth $323K as of Q1 2026.
Powell Investment Advisors bought 186 Apollo Global Management shares in Q1 2026, an estimated $23.1K.
Apollo Global Management made up 0.11% of Powell Investment Advisors's portfolio in Q1 2026, its #107 holding.
Powell Investment Advisors first reported a position in Apollo Global Management in Q2 2021 and has held it in 14 quarters since.
Powell Investment Advisors's Apollo Global Management position peaked at $461K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.