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Shelton Capital Management’s Apollo Global Management APO Stock Holding History

Shelton Capital 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 		$294K Hold
2,488
– – 0.01% 554
2026
Q1 		$277K Hold
2,488
– – 0.01% 541
2025
Q4 		$360K Hold
2,488
– – 0.01% 444
2025
Q3 		$332K Hold
2,488
– – 0.01% 474
2025
Q2 		$353K Hold
2,488
– – 0.01% 433
2025
Q1 		$341K Hold
2,488
– – 0.01% 428
2024
Q4 		$411K Buy
+2,488
New +$394K 0.01% 392

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 $3.37T AUM 44.26% 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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Shelton Capital Management's APO Position: Q2 2026 in Review

Shelton Capital Management held its Apollo Global Management (APO) position steady in Q2 2026 at 2,488 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #554.

Shelton Capital Management first reported a position in APO in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Shelton Capital Management held 2,488 shares of Apollo Global Management worth $294K as of Q2 2026.
  • Shelton Capital Management left its Apollo Global Management share count unchanged in Q2 2026.
  • Apollo Global Management made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #554 holding.
  • Shelton Capital Management first reported a position in Apollo Global Management in Q4 2024 and has held it in 7 quarters since.
  • Shelton Capital Management's Apollo Global Management position peaked at $411K in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.