WestEnd Advisors’s Apollo Global Management APO Stock Holding History

WestEnd Advisors’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	$1.67K	Hold	15	–	–	﹤0.01%	174
2025 Q4	$2.17K	Buy	15 +5	+50%	+$664	﹤0.01%	152
2025 Q3	$1.33K	Hold	10	–	–	﹤0.01%	196
2025 Q2	$1.42K	Sell	10 -3	-23%	-$398	﹤0.01%	184
2025 Q1	$1.78K	Buy	13 +9	+225%	+$1.38K	﹤0.01%	157
2024 Q4	$661	Buy	+4	New	+$634	﹤0.01%	152

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

WestEnd Advisors's APO Position: Q1 2026 in Review

WestEnd Advisors held its Apollo Global Management (APO) position steady in Q1 2026 at 15 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

WestEnd Advisors first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

WestEnd Advisors held 15 shares of Apollo Global Management worth $1.67K as of Q1 2026.
WestEnd Advisors left its Apollo Global Management share count unchanged in Q1 2026.
Apollo Global Management made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #174 holding.
WestEnd Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
WestEnd Advisors's Apollo Global Management position peaked at $2.17K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.