Stonebridge Financial Planning Group’s Apollo Global Management APO Stock Holding History

Stonebridge Financial Planning Group’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	$414K	Hold	3,500	–	–	0.13%	136
2026 Q1	$390K	Hold	3,500	–	–	0.14%	135
2025 Q4	$507K	Hold	3,500	–	–	0.18%	117
2025 Q3	$466K	Hold	3,500	–	–	0.18%	119
2025 Q2	$497K	Hold	3,500	–	–	0.21%	111
2025 Q1	$479K	Hold	3,500	–	–	0.22%	111
2024 Q4	$578K	Sell	3,500 -500	-13%	-$79.2K	0.26%	97
2024 Q3	$500K	Hold	4,000	–	–	0.24%	105
2024 Q2	$472K	Hold	4,000	–	–	0.24%	103
2024 Q1	$450K	Hold	4,000	–	–	0.24%	105
2023 Q4	$373K	Hold	4,000	–	–	0.21%	112
2023 Q3	$359K	Hold	4,000	–	–	0.23%	102
2023 Q2	$307K	Hold	4,000	–	–	0.19%	108
2023 Q1	$253K	Hold	4,000	–	–	0.16%	110
2022 Q4	$255K	Buy	+4,000	New	+$238K	0.17%	109
2022 Q2	–	Sell	-4,000	Closed	-$248K	–	112
2022 Q1	$248K	Hold	4,000	–	–	0.14%	101
2021 Q4	$273K	Hold	4,000	–	–	0.14%	102
2021 Q3	$312K	Hold	4,000	–	–	0.15%	100
2021 Q2	$245K	Sell	4,000 -3,000	-43%	-$166K	0.13%	110
2021 Q1	$333K	Hold	7,000	–	–	0.19%	82
2020 Q4	$343K	Hold	7,000	–	–	0.22%	74
2020 Q3	$283K	Sell	7,000 -8,000	-53%	-$385K	0.2%	75
2020 Q2	$749K	Buy	+15,000	New	+$658K	0.64%	41
2020 Q1	–	Sell	-15,000	Closed	-$716K	–	404
2019 Q4	$716K	Buy	+15,000	New	+$640K	0.65%	41

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Stonebridge Financial Planning Group's APO Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Apollo Global Management (APO) position steady in Q2 2026 at 3,500 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #136.

Stonebridge Financial Planning Group first reported a position in APO in Q4 2019 and has held it in 24 quarters since. The position peaked at $749K in Q2 2020. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Stonebridge Financial Planning Group held 3,500 shares of Apollo Global Management worth $414K as of Q2 2026.
Stonebridge Financial Planning Group left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.13% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #136 holding.
Stonebridge Financial Planning Group first reported a position in Apollo Global Management in Q4 2019 and has held it in 24 quarters since.
Stonebridge Financial Planning Group's Apollo Global Management position peaked at $749K in Q2 2020.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.