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AE Wealth Management’s Apollo Global Management APO Stock Holding History

AE Wealth Management’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 		$552K Sell
4,958
-9,259
-65% -$1.15M ﹤0.01% 1061
2025
Q4 		$2.06M Sell
14,217
-672
-5% -$89.3K 0.01% 593
2025
Q3 		$1.98M Buy
14,889
+177
+1% +$25.1K 0.01% 570
2025
Q2 		$2.09M Buy
14,712
+768
+6% +$102K 0.02% 529
2025
Q1 		$1.91M Buy
13,944
+5,714
+69% +$879K 0.02% 538
2024
Q4 		$1.36M Sell
8,230
-281
-3% -$44.5K 0.01% 635
2024
Q3 		$1.06M Buy
8,511
+4,990
+142% +$576K 0.01% 679
2024
Q2 		$416K Buy
+3,521
New +$400K ﹤0.01% 933
2024
Q1 		– Sell
-20,193
Closed -$2.03M – 1186
2023
Q4 		$2.03M Buy
20,193
+14,756
+271% +$1.3M 0.01% 902
2023
Q3 		$488K Buy
5,437
+2,416
+80% +$203K ﹤0.01% 1394
2023
Q2 		$232K Buy
+3,021
New +$202K ﹤0.01% 1693
2021
Q1 		– Sell
-96,970
Closed -$4.75M – 1478
2020
Q4 		$4.75M Buy
96,970
+30,779
+47% +$1.37M 0.05% 283
2020
Q3 		$2.96M Buy
66,191
+23,109
+54% +$1.11M 0.04% 333
2020
Q2 		$2.15M Buy
43,082
+27,509
+177% +$1.21M 0.03% 389
2020
Q1 		$522K Buy
+15,573
New +$669K 0.01% 667

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

AE Wealth Management's APO Position: Q1 2026 in Review

AE Wealth Management reduced its Apollo Global Management (APO) stake by 65% in Q1 2026, selling an estimated $1.15M and leaving 4,958 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

AE Wealth Management first reported a position in APO in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.75M in Q4 2020. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • AE Wealth Management held 4,958 shares of Apollo Global Management worth $552K as of Q1 2026.
  • AE Wealth Management sold 9,259 Apollo Global Management shares in Q1 2026, an estimated $1.15M.
  • Apollo Global Management made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1061 holding.
  • AE Wealth Management first reported a position in Apollo Global Management in Q1 2020 and has held it in 15 quarters since.
  • AE Wealth Management's Apollo Global Management position peaked at $4.75M in Q4 2020.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.