ZF
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Zhang Financial’s Apollo Global Management APO Stock Holding History

Zhang Financial’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 		$2.12M Sell
19,023
-10,097
-35% -$1.25M 0.07% 122
2025
Q4 		$4.22M Buy
29,120
+1,650
+6% +$219K 0.16% 81
2025
Q3 		$3.66M Buy
27,470
+2,413
+10% +$342K 0.15% 79
2025
Q2 		$3.55M Sell
25,057
-694
-3% -$92K 0.16% 77
2025
Q1 		$3.53M Buy
25,751
+7,170
+39% +$1.1M 0.19% 67
2024
Q4 		$3.07M Buy
18,581
+568
+3% +$90K 0.18% 72
2024
Q3 		$2.25M Sell
18,013
-254
-1% -$29.3K 0.14% 85
2024
Q2 		$2.16M Buy
18,267
+543
+3% +$61.6K 0.15% 84
2024
Q1 		$1.99M Buy
17,724
+97
+0.6% +$10.2K 0.15% 87
2023
Q4 		$1.64M Buy
17,627
+6,319
+56% +$558K 0.14% 91
2023
Q3 		$1.01M Sell
11,308
-227
-2% -$19.1K 0.1% 113
2023
Q2 		$886K Sell
11,535
-367
-3% -$24.5K 0.09% 120
2023
Q1 		$752K Sell
11,902
-2,040
-15% -$137K 0.09% 129
2022
Q4 		$889K Buy
13,942
+39
+0.3% +$2.32K 0.11% 108
2022
Q3 		$646K Buy
13,903
+1,399
+11% +$76.8K 0.1% 112
2022
Q2 		$606K Buy
+12,504
New +$680K 0.1% 115
2022
Q1 		– Sell
-4,633
Closed -$336K – 221
2021
Q4 		$336K Buy
+4,633
New +$334K 0.06% 157

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

Zhang Financial's APO Position: Q1 2026 in Review

Zhang Financial reduced its Apollo Global Management (APO) stake by 35% in Q1 2026, selling an estimated $1.25M and leaving 19,023 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #122.

Zhang Financial first reported a position in APO in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.22M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Zhang Financial held 19,023 shares of Apollo Global Management worth $2.12M as of Q1 2026.
  • Zhang Financial sold 10,097 Apollo Global Management shares in Q1 2026, an estimated $1.25M.
  • Apollo Global Management made up 0.07% of Zhang Financial's portfolio in Q1 2026, its #122 holding.
  • Zhang Financial first reported a position in Apollo Global Management in Q4 2021 and has held it in 17 quarters since.
  • Zhang Financial's Apollo Global Management position peaked at $4.22M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.