Baker Tilly Wealth Management’s Apollo Global Management APO Stock Holding History

Baker Tilly 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	$1.25M	Sell	10,603 -274	-3%	-$34.5K	0.27%	63
2026 Q1	$1.21M	Buy	10,877 +5,230	+93%	+$648K	0.29%	64
2025 Q4	$817K	Buy	5,647 +5	+0.1%	+$664	0.2%	106
2025 Q3	$752K	Buy	5,642 +57	+1%	+$8.07K	0.17%	111
2025 Q2	$792K	Sell	5,585 -185	-3%	-$24.5K	0.28%	78
2025 Q1	$790K	Buy	5,770 +182	+3%	+$28K	0.31%	82
2024 Q4	$923K	Sell	5,588 -2,425	-30%	-$384K	0.36%	58
2024 Q3	$1M	Buy	8,013 +1,162	+17%	+$134K	0.44%	54
2024 Q2	$809K	Sell	6,851 -816	-11%	-$92.6K	0.33%	72
2024 Q1	$862K	Sell	7,667 -1,430	-16%	-$151K	0.16%	146
2023 Q4	$848K	Sell	9,097 -2,900	-24%	-$256K	0.14%	161
2023 Q3	$1.08M	Sell	11,997 -29,980	-71%	-$2.52M	0.18%	120
2023 Q2	$3.22M	Buy	41,977 +3,027	+8%	+$202K	0.34%	66
2023 Q1	$2.46M	Buy	38,950 +1,593	+4%	+$107K	0.28%	79
2022 Q4	$2.38M	Buy	37,357 +6,787	+22%	+$403K	0.29%	81
2022 Q3	$1.42M	Sell	30,570 -443	-1%	-$24.3K	0.19%	113
2022 Q2	$1.5M	Buy	31,013 +4,195	+16%	+$228K	0.2%	108
2022 Q1	$1.66M	Buy	26,818 +7,635	+40%	+$502K	0.18%	113
2021 Q4	$1.39M	Buy	19,183 +4,275	+29%	+$308K	0.15%	141
2021 Q3	$918K	Buy	14,908 +3,147	+27%	+$189K	0.12%	183
2021 Q2	$732K	Buy	11,761 +3,108	+36%	+$172K	0.12%	194
2021 Q1	$407K	Buy	+8,653	New	+$421K	0.08%	284

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Baker Tilly Wealth Management's APO Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Apollo Global Management (APO) stake by 2.5% in Q2 2026, selling an estimated $34.5K and leaving 10,603 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #63.

Baker Tilly Wealth Management first reported a position in APO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.22M in Q2 2023. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Baker Tilly Wealth Management held 10,603 shares of Apollo Global Management worth $1.25M as of Q2 2026.
Baker Tilly Wealth Management sold 274 Apollo Global Management shares in Q2 2026, an estimated $34.5K.
Apollo Global Management made up 0.27% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #63 holding.
Baker Tilly Wealth Management first reported a position in Apollo Global Management in Q1 2021 and has held it in 22 quarters since.
Baker Tilly Wealth Management's Apollo Global Management position peaked at $3.22M in Q2 2023.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.