AM INVESTMENT STRATEGIES LLC

Position in APO — Apollo Global Management, Inc.

CIK 1818897 CHATTANOOGA, TN

Position in APO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,278,387

+$515,756 QoQ

Shares Held

69,972

+0.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#255

of 1,165 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AM INVESTMENT STRATEGIES LLC holds $18,221,335 across 3 Asset Management names. APO ranks #2 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	64,063	$9,739,497
2	APO	Apollo Global Management, Inc. This page	69,972	$8,278,387
3	BX	Blackstone Inc.	1,729	$203,451

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,278,387	69,972	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$7,762,631	69,670	+2.8%	Shares	Sole	2026-04-29
2025-12-31	$9,809,516	67,764	+2.3%	Shares	Sole	2026-02-05
2025-09-30	$8,823,806	66,210	+0.4%	Shares	Sole	2025-10-30
2025-06-30	$9,359,022	65,969	+4.8%	Shares	Sole	2025-07-15
2025-03-31	$8,623,933	62,976	+11.2%	Shares	Sole	2025-05-07
2024-12-31	$9,354,332	56,638	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$7,051,044	56,449	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$6,642,618	56,260	+4.6%	Shares	Sole	2024-07-29
2024-03-31	$6,048,235	53,786	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$4,992,840	53,577	+0.5%	Shares	Sole	2024-02-02
2023-09-30	$4,786,541	53,326	+0.5%	Shares	Sole	2023-10-25
2023-06-30	$4,075,308	53,057	-0.2%	Shares	Sole	2023-07-26
2023-03-31	$3,359,101	53,184	-0.2%	Shares	Sole	2023-04-21
2022-12-31	$3,400,708	53,311	0.0%	Shares	Sole	2023-02-03
2022-09-30	$2,478,961	53,311	+1.9%	Shares	Sole	2022-11-07
2022-06-30	$2,537,249	52,336	+3.8%	Shares	Sole	2022-07-21
2022-03-31	$3,125,101	50,413	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.