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Vaughan David Investments’s Apollo Global Management APO Stock Holding History

Vaughan David Investments’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 		$51.7M Buy
463,846
+8,986
+2% +$1.11M 1.09% 37
2025
Q4 		$65.8M Sell
454,860
-3,161
-0.7% -$420K 1.43% 13
2025
Q3 		$61M Sell
458,021
-12,288
-3% -$1.74M 1.32% 16
2025
Q2 		$66.7M Sell
470,309
-6,279
-1% -$833K 1.49% 7
2025
Q1 		$65.3M Sell
476,588
-12,501
-3% -$1.92M 1.53% 9
2024
Q4 		$80.8M Sell
489,089
-29,878
-6% -$4.73M 1.91% 5
2024
Q3 		$64.8M Sell
518,967
-13,428
-3% -$1.55M 1.49% 11
2024
Q2 		$62.9M Sell
532,395
-9,836
-2% -$1.12M 1.59% 9
2024
Q1 		$61M Sell
542,231
-7,203
-1% -$760K 1.52% 11
2023
Q4 		$51.2M Sell
549,434
-611
-0.1% -$53.9K 1.4% 12
2023
Q3 		$49.4M Buy
550,045
+4,135
+0.8% +$348K 1.49% 11
2023
Q2 		$41.9M Buy
545,910
+5,755
+1% +$385K 1.23% 27
2023
Q1 		$34.1M Sell
540,155
-2,360
-0.4% -$158K 1.03% 48
2022
Q4 		$34.6M Buy
542,515
+5,465
+1% +$325K 1.03% 45
2022
Q3 		$25M Buy
537,050
+5,124
+1% +$281K 0.84% 71
2022
Q2 		$25.8M Buy
531,926
+27,731
+6% +$1.51M 0.82% 72
2022
Q1 		$31.3M Buy
504,195
+8,531
+2% +$561K 0.92% 62
2021
Q4 		$35.9M Buy
495,664
+10,075
+2% +$727K 1.05% 43
2021
Q3 		$29.9M Buy
485,589
+16,710
+4% +$1M 0.96% 59
2021
Q2 		$29.2M Buy
+468,879
New +$26M 0.91% 64

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

Vaughan David Investments's APO Position: Q1 2026 in Review

Vaughan David Investments increased its Apollo Global Management (APO) stake by 2% in Q1 2026, buying an estimated $1.11M and bringing the position to 463,846 shares worth $51.7M. The position accounts for 1.09% of the portfolio, ranked #37.

Vaughan David Investments first reported a position in APO in Q2 2021 and has held it in 20 quarters since. The position peaked at $80.8M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Vaughan David Investments held 463,846 shares of Apollo Global Management worth $51.7M as of Q1 2026.
  • Vaughan David Investments bought 8,986 Apollo Global Management shares in Q1 2026, an estimated $1.11M.
  • Apollo Global Management made up 1.09% of Vaughan David Investments's portfolio in Q1 2026, its #37 holding.
  • Vaughan David Investments first reported a position in Apollo Global Management in Q2 2021 and has held it in 20 quarters since.
  • Vaughan David Investments's Apollo Global Management position peaked at $80.8M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Vaughan David Investments's 13F filing for Q1 2026, filed 12 May 2026.