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

Axxcess 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 		– Sell
-18,402
Closed -$2.66M – 407
2025
Q4 		$2.66M Sell
18,402
-155
-0.8% -$20.6K 0.05% 323
2025
Q3 		$2.47M Sell
18,557
-56
-0.3% -$7.93K 0.05% 272
2025
Q2 		$2.64M Buy
18,613
+154
+0.8% +$20.4K 0.06% 242
2025
Q1 		$2.53M Buy
18,459
+728
+4% +$112K 0.07% 228
2024
Q4 		$2.93M Sell
17,731
-1,963
-10% -$311K 0.07% 201
2024
Q3 		$2.46M Sell
19,694
-1,235
-6% -$143K 0.06% 230
2024
Q2 		$2.47M Sell
20,929
-641
-3% -$72.7K 0.07% 219
2024
Q1 		$2.43M Sell
21,570
-1,776
-8% -$187K 0.07% 221
2023
Q4 		$2.18M Buy
23,346
+14,168
+154% +$1.25M 0.06% 234
2023
Q3 		$824K Sell
9,178
-567
-6% -$47.7K 0.03% 354
2023
Q2 		$749K Sell
9,745
-146
-1% -$9.76K 0.05% 273
2023
Q1 		$625K Buy
9,891
+35
+0.4% +$2.34K 0.05% 331
2022
Q4 		$629K Sell
9,856
-30
-0.3% -$1.78K 0.05% 314
2022
Q3 		$460K Buy
9,886
+195
+2% +$10.7K 0.04% 332
2022
Q2 		$470K Buy
9,691
+5,367
+124% +$292K 0.04% 319
2022
Q1 		$268K Buy
+4,324
New +$284K 0.02% 500

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

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

Axxcess Wealth Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 18,402 shares — an estimated $2.66M sold.

Axxcess Wealth Management first reported a position in APO in Q1 2022 and held it in 16 quarters. The position peaked at $2.93M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 18,402 Apollo Global Management shares in Q1 2026, an estimated $2.66M.
  • Axxcess Wealth Management first reported a position in Apollo Global Management in Q1 2022 and held it in 16 quarters.
  • Axxcess Wealth Management's Apollo Global Management position peaked at $2.93M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.