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

Angeles 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 Q2	$623K	Buy	5,262 +369	+8%	+$46.4K	0.03%	234
2026 Q1	$545K	Buy	4,893 +36	+0.7%	+$4.46K	0.03%	216
2025 Q4	$703K	Sell	4,857 -124	-2%	-$16.5K	0.04%	167
2025 Q3	$664K	Buy	4,981 +17	+0.3%	+$2.41K	0.04%	156
2025 Q2	$704K	Buy	4,964 +99	+2%	+$13.1K	0.05%	142
2025 Q1	$666K	Buy	4,865 +31	+0.6%	+$4.77K	0.06%	119
2024 Q4	$798K	Buy	4,834 +11	+0.2%	+$1.74K	0.07%	108
2024 Q3	$602K	Buy	4,823 +496	+11%	+$57.3K	0.05%	127
2024 Q2	$511K	Buy	4,327 +395	+10%	+$44.8K	0.05%	127
2024 Q1	$442K	Buy	3,932 +3	+0.1%	+$317	0.04%	129
2023 Q4	$366K	Buy	3,929 +919	+31%	+$81.1K	0.04%	133
2023 Q3	$270K	Hold	3,010	–	–	0.04%	139
2023 Q2	$231K	Buy	+3,010	New	+$201K	0.03%	165

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Angeles Wealth Management's APO Position: Q2 2026 in Review

Angeles Wealth Management increased its Apollo Global Management (APO) stake by 7.5% in Q2 2026, buying an estimated $46.4K and bringing the position to 5,262 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #234.

Angeles Wealth Management first reported a position in APO in Q2 2023 and has held it in 13 quarters since. The position peaked at $798K in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Angeles Wealth Management held 5,262 shares of Apollo Global Management worth $623K as of Q2 2026.
Angeles Wealth Management bought 369 Apollo Global Management shares in Q2 2026, an estimated $46.4K.
Apollo Global Management made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #234 holding.
Angeles Wealth Management first reported a position in Apollo Global Management in Q2 2023 and has held it in 13 quarters since.
Angeles Wealth Management's Apollo Global Management position peaked at $798K in Q4 2024.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.