Athena Wealth Management
APO icon

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

Athena 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
Q3 		$689K Sell
5,938
-215
-3% -$27.3K 0.49% 51
2026
Q2 		$728K Buy
6,153
+145
+2% +$18.2K 0.54% 52
2026
Q1 		$669K Buy
6,008
+2,179
+57% +$270K 0.55% 49
2025
Q4 		$554K Buy
+3,829
New +$509K 0.54% 43

Other funds holding APO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Athena Wealth Management's APO Position: Q3 2026 in Review

Athena Wealth Management reduced its Apollo Global Management (APO) stake by 3.5% in Q3 2026, selling an estimated $27.3K and leaving 5,938 shares worth $689K. The position accounts for 0.49% of the portfolio, ranked #51.

Athena Wealth Management first reported a position in APO in Q4 2025 and has held it in 4 quarters since. The position peaked at $728K in Q2 2026. 621 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Athena Wealth Management held 5,938 shares of Apollo Global Management worth $689K as of Q3 2026.
  • Athena Wealth Management sold 215 Apollo Global Management shares in Q3 2026, an estimated $27.3K.
  • Apollo Global Management made up 0.49% of Athena Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Athena Wealth Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Apollo Global Management position peaked at $728K in Q2 2026.
  • 621 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.