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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
Q2 		$1.92M Buy
+16,220
New +$2.04M 0.03% 399
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

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

Axxcess Wealth Management opened a new position in Apollo Global Management (APO) in Q2 2026: 16,220 shares worth $1.92M. The stake represents 0.03% of the portfolio and ranks #399 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in APO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.93M in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Axxcess Wealth Management held 16,220 shares of Apollo Global Management worth $1.92M as of Q2 2026.
  • Apollo Global Management was a new Axxcess Wealth Management position in Q2 2026.
  • Apollo Global Management made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Axxcess Wealth Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Apollo Global Management position peaked at $2.93M in Q4 2024.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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