Avion Wealth’s Apollo Global Management APO Stock Holding History

Avion Wealth’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	$10K	Buy	93 +5	+6%	+$620	﹤0.01%	485
2025 Q4	$12K	Hold	88	–	–	﹤0.01%	436
2025 Q3	$11K	Buy	88 +4	+5%	+$566	﹤0.01%	450
2025 Q2	$11K	Buy	84 +27	+47%	+$3.58K	﹤0.01%	434
2025 Q1	$9K	Hold	57	–	–	﹤0.01%	407
2024 Q4	$9K	Buy	57 +5	+10%	+$792	﹤0.01%	406
2024 Q3	$6K	Buy	52 +5	+11%	+$577	﹤0.01%	471
2024 Q2	$5K	Buy	47 +4	+9%	+$454	﹤0.01%	449
2024 Q1	$5K	Buy	43 +15	+54%	+$1.58K	﹤0.01%	443
2023 Q4	$3K	Buy	28 +5	+22%	+$441	﹤0.01%	466
2023 Q3	$2K	Buy	23 +13	+130%	+$1.09K	﹤0.01%	454
2023 Q2	$0	Hold	10	–	–	﹤0.01%	703
2023 Q1	$0	Buy	+10	New	+$670	﹤0.01%	525

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avion Wealth's APO Position: Q1 2026 in Review

Avion Wealth increased its Apollo Global Management (APO) stake by 5.7% in Q1 2026, buying an estimated $620 and bringing the position to 93 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Avion Wealth first reported a position in APO in Q1 2023 and has held it in 13 quarters since. The position peaked at $12K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Avion Wealth held 93 shares of Apollo Global Management worth $10K as of Q1 2026.
Avion Wealth bought 5 Apollo Global Management shares in Q1 2026, an estimated $620.
Apollo Global Management made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #485 holding.
Avion Wealth first reported a position in Apollo Global Management in Q1 2023 and has held it in 13 quarters since.
Avion Wealth's Apollo Global Management position peaked at $12K in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.