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Richard W. Paul & Associates’s Apollo Global Management APO Stock Holding History

Richard W. Paul & Associates’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 		$897K Buy
8,050
+466
+6% +$57.8K 0.3% 91
2025
Q4 		$1.1M Buy
+7,584
New +$1.01M 0.36% 73

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

Richard W. Paul & Associates's APO Position: Q1 2026 in Review

Richard W. Paul & Associates increased its Apollo Global Management (APO) stake by 6.1% in Q1 2026, buying an estimated $57.8K and bringing the position to 8,050 shares worth $897K. The position accounts for 0.3% of the portfolio, ranked #91.

Richard W. Paul & Associates first reported a position in APO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Richard W. Paul & Associates held 8,050 shares of Apollo Global Management worth $897K as of Q1 2026.
  • Richard W. Paul & Associates bought 466 Apollo Global Management shares in Q1 2026, an estimated $57.8K.
  • Apollo Global Management made up 0.3% of Richard W. Paul & Associates's portfolio in Q1 2026, its #91 holding.
  • Richard W. Paul & Associates first reported a position in Apollo Global Management in Q4 2025 and has held it in 2 quarters since.
  • Richard W. Paul & Associates's Apollo Global Management position peaked at $1.1M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.