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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
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 $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

Punch & Associates Investment Management's APO Position: Q1 2026 in Review

Punch & Associates Investment Management increased its Apollo Global Management (APO) stake by 17% in Q1 2026, buying an estimated $1.76M and bringing the position to 97,835 shares worth $10.9M. The position accounts for 0.63% of the portfolio, ranked #61.

Punch & Associates Investment Management first reported a position in APO in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.1M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Punch & Associates Investment Management held 97,835 shares of Apollo Global Management worth $10.9M as of Q1 2026.
  • Punch & Associates Investment Management bought 14,196 Apollo Global Management shares in Q1 2026, an estimated $1.76M.
  • Apollo Global Management made up 0.63% of Punch & Associates Investment Management's portfolio in Q1 2026, its #61 holding.
  • Punch & Associates Investment Management first reported a position in Apollo Global Management in Q3 2025 and has held it in 3 quarters since.
  • Punch & Associates Investment Management's Apollo Global Management position peaked at $12.1M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.