Baldwin Wealth Partners’s Apollo Global Management APO Stock Holding History

Baldwin Wealth Partners’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	$1.56M	Buy	13,180 +1,500	+13%	+$189K	0.1%	97
2026 Q1	$1.3M	Sell	11,680 -1,500	-11%	-$186K	0.09%	97
2025 Q4	$1.91M	Hold	13,180	–	–	0.12%	89
2025 Q3	$1.76M	Hold	13,180	–	–	0.11%	88
2025 Q2	$1.87M	Hold	13,180	–	–	0.13%	82
2025 Q1	$1.8M	Hold	13,180	–	–	0.13%	83
2024 Q4	$2.18M	Sell	13,180 -169	-1%	-$26.8K	0.15%	82
2024 Q3	$1.67M	Buy	13,349 +203	+2%	+$23.4K	0.11%	96
2024 Q2	$1.55M	Hold	13,146	–	–	0.12%	84
2024 Q1	$1.48M	Hold	13,146	–	–	0.11%	93
2023 Q4	$1.23M	Hold	13,146	–	–	0.1%	97
2023 Q3	$1.18M	Hold	13,146	–	–	0.1%	100
2023 Q2	$1.01M	Hold	13,146	–	–	0.08%	111
2023 Q1	$830K	Hold	13,146	–	–	0.07%	119
2022 Q4	$839K	Hold	13,146	–	–	0.08%	121
2022 Q3	$611K	Sell	13,146 -279	-2%	-$15.3K	0.08%	85
2022 Q2	$651K	Buy	+13,425	New	+$730K	0.08%	87
2022 Q1	–	Sell	-13,425	Closed	-$972K	–	668
2021 Q4	$972K	Hold	13,425	–	–	0.1%	78
2021 Q3	$827K	Hold	13,425	–	–	0.09%	77
2021 Q2	$835K	Hold	13,425	–	–	0.09%	80
2021 Q1	$631K	Sell	13,425 -128	-0.9%	-$6.23K	0.07%	89
2020 Q4	$664K	Sell	13,553 -72	-0.5%	-$3.21K	0.08%	88
2020 Q3	$610K	Hold	13,625	–	–	0.08%	90
2020 Q2	$680K	Sell	13,625 -775	-5%	-$34K	0.1%	84
2020 Q1	$482K	Hold	14,400	–	–	0.08%	95
2019 Q4	$687K	Hold	14,400	–	–	0.1%	91
2019 Q3	$545K	Sell	14,400 -500	-3%	-$18.2K	0.08%	101
2019 Q2	$511K	Hold	14,900	–	–	0.08%	119
2019 Q1	$421K	Sell	14,900 -220	-1%	-$6.26K	0.06%	140
2018 Q4	$371K	Hold	15,120	–	–	0.06%	138
2018 Q3	$522K	Hold	15,120	–	–	0.07%	125
2018 Q2	$482K	Hold	15,120	–	–	0.07%	127
2018 Q1	$448K	Sell	15,120 -780	-5%	-$26.2K	0.07%	131
2017 Q4	$532K	Hold	15,900	–	–	0.08%	121
2017 Q3	$479K	Hold	15,900	–	–	0.08%	125
2017 Q2	$421K	Hold	15,900	–	–	0.07%	136
2017 Q1	$387K	Hold	15,900	–	–	0.06%	145
2016 Q4	$308K	Buy	15,900 +2,500	+19%	+$47.2K	0.06%	155
2016 Q3	$241K	Buy	13,400 +3,500	+35%	+$61.4K	0.04%	167
2016 Q2	$150K	Buy	9,900 +4,000	+68%	+$65.7K	0.03%	181
2016 Q1	$101K	Sell	5,900 -4,500	-43%	-$67.5K	0.02%	237
2015 Q4	$158K	Sell	10,400 -2,500	-19%	-$42.7K	0.03%	216
2015 Q3	$222K	Hold	12,900	–	–	0.04%	210
2015 Q2	$286K	Buy	12,900 +1,000	+8%	+$22K	0.04%	203
2015 Q1	$257K	Buy	+11,900	New	+$277K	0.04%	208

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

Baldwin Wealth Partners's APO Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Apollo Global Management (APO) stake by 13% in Q2 2026, buying an estimated $189K and bringing the position to 13,180 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #97.

Baldwin Wealth Partners first reported a position in APO in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.18M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Baldwin Wealth Partners held 13,180 shares of Apollo Global Management worth $1.56M as of Q2 2026.
Baldwin Wealth Partners bought 1,500 Apollo Global Management shares in Q2 2026, an estimated $189K.
Apollo Global Management made up 0.1% of Baldwin Wealth Partners's portfolio in Q2 2026, its #97 holding.
Baldwin Wealth Partners first reported a position in Apollo Global Management in Q1 2015 and has held it in 45 quarters since.
Baldwin Wealth Partners's Apollo Global Management position peaked at $2.18M in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.