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 Q2	$343K	Hold	2,897	–	–	0.11%	97
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 $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

Powell Investment Advisors's APO Position: Q2 2026 in Review

Powell Investment Advisors held its Apollo Global Management (APO) position steady in Q2 2026 at 2,897 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #97.

Powell Investment Advisors first reported a position in APO in Q2 2021 and has held it in 15 quarters since. The position peaked at $461K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Powell Investment Advisors held 2,897 shares of Apollo Global Management worth $343K as of Q2 2026.
Powell Investment Advisors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #97 holding.
Powell Investment Advisors first reported a position in Apollo Global Management in Q2 2021 and has held it in 15 quarters since.
Powell Investment Advisors's Apollo Global Management position peaked at $461K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.