Stamos Capital Partners’s Apollo Global Management APO Stock Holding History

Stamos Capital Partners’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
2025 Q4	–	Sell	-2,070	Closed	-$276K	–	137
2025 Q3	$276K	Sell	2,070 -3,181	-61%	-$450K	0.05%	136
2025 Q2	$745K	Buy	5,251 +2,325	+79%	+$308K	0.13%	132
2025 Q1	$401K	Buy	+2,926	New	+$450K	0.1%	131
2024 Q3	–	Sell	-4,640	Closed	-$548K	–	128
2024 Q2	$548K	Buy	4,640 +320	+7%	+$36.3K	0.12%	120
2024 Q1	$486K	Sell	4,320 -1,010	-19%	-$107K	0.11%	114
2023 Q4	$497K	Buy	+5,330	New	+$471K	0.13%	108
2022 Q4	–	Sell	-16,960	Closed	-$789K	–	132
2022 Q3	$789K	Sell	16,960 -6,290	-27%	-$346K	0.2%	91
2022 Q2	$1.13M	Buy	+23,250	New	+$1.27M	0.34%	55

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stamos Capital Partners's APO Position: Q4 2025 in Review

Stamos Capital Partners sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 2,070 shares — an estimated $276K sold.

Stamos Capital Partners first reported a position in APO in Q2 2022 and held it in 8 quarters. The position peaked at $1.13M in Q2 2022. 1,208 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Stamos Capital Partners reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Stamos Capital Partners sold 2,070 Apollo Global Management shares in Q4 2025, an estimated $276K.
Stamos Capital Partners first reported a position in Apollo Global Management in Q2 2022 and held it in 8 quarters.
Stamos Capital Partners's Apollo Global Management position peaked at $1.13M in Q2 2022.
1,208 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Stamos Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.