Valued Retirements’s Apollo Global Management APO Stock Holding History

Valued Retirements’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	$401K	Hold	3,597	–	–	0.39%	56
2025 Q4	$521K	Hold	3,597	–	–	0.51%	47
2025 Q3	$510K	Hold	3,597	–	–	0.58%	46
2025 Q2	$510K	Hold	3,597	–	–	0.58%	46
2025 Q1	$493K	Hold	3,597	–	–	0.65%	42
2024 Q4	$594K	Hold	3,597	–	–	0.8%	35
2024 Q3	$449K	Hold	3,597	–	–	0.62%	41
2024 Q2	$425K	Hold	3,597	–	–	0.64%	42
2024 Q1	$404K	Hold	3,597	–	–	0.65%	39
2023 Q4	$335K	Buy	+3,597	New	+$318K	0.58%	42

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Valued Retirements's APO Position: Q1 2026 in Review

Valued Retirements held its Apollo Global Management (APO) position steady in Q1 2026 at 3,597 shares worth $401K. The position accounts for 0.39% of the portfolio, ranked #56.

Valued Retirements first reported a position in APO in Q4 2023 and has held it in 10 quarters since. The position peaked at $594K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Valued Retirements held 3,597 shares of Apollo Global Management worth $401K as of Q1 2026.
Valued Retirements left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up 0.39% of Valued Retirements's portfolio in Q1 2026, its #56 holding.
Valued Retirements first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's Apollo Global Management position peaked at $594K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.