PAIM
APO icon

Punch & Associates Investment Management’s Apollo Global Management APO Stock Holding History

Punch & Associates 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
Q2 		$11.6M Buy
98,139
+304
+0.3% +$38.2K 0.57% 63
2026
Q1 		$10.9M Buy
97,835
+14,196
+17% +$1.76M 0.63% 61
2025
Q4 		$12.1M Buy
83,639
+16,883
+25% +$2.24M 0.71% 55
2025
Q3 		$8.9M Buy
+66,756
New +$9.45M 0.52% 74

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 $3.38T AUM 44.17% 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
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Punch & Associates Investment Management's APO Position: Q2 2026 in Review

Punch & Associates Investment Management increased its Apollo Global Management (APO) stake by 0.31% in Q2 2026, buying an estimated $38.2K and bringing the position to 98,139 shares worth $11.6M. The position accounts for 0.57% of the portfolio, ranked #63.

Punch & Associates Investment Management first reported a position in APO in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.1M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Punch & Associates Investment Management held 98,139 shares of Apollo Global Management worth $11.6M as of Q2 2026.
  • Punch & Associates Investment Management bought 304 Apollo Global Management shares in Q2 2026, an estimated $38.2K.
  • Apollo Global Management made up 0.57% of Punch & Associates Investment Management's portfolio in Q2 2026, its #63 holding.
  • Punch & Associates Investment Management first reported a position in Apollo Global Management in Q3 2025 and has held it in 4 quarters since.
  • Punch & Associates Investment Management's Apollo Global Management position peaked at $12.1M in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.