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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Athena Wealth Management increased its Apollo Global Management (APO) stake by 2.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 6,153 shares worth $728K. The position accounts for 0.54% of the portfolio, ranked #52.

Athena Wealth Management first reported a position in APO in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Athena Wealth Management held 6,153 shares of Apollo Global Management worth $728K as of Q2 2026.
  • Athena Wealth Management bought 145 Apollo Global Management shares in Q2 2026, an estimated $18.2K.
  • Apollo Global Management made up 0.54% of Athena Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Athena Wealth Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.