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Bartlett & Co Wealth Management’s Apollo Global Management APO Stock Holding History

Bartlett & Co 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 		$25.1K Sell
194
-209
-52% -$25.9K ﹤0.01% 789
2025
Q4 		$58.3K Sell
403
-395
-49% -$52.5K ﹤0.01% 637
2025
Q3 		$106K Buy
798
+74
+10% +$10.5K ﹤0.01% 549
2025
Q2 		$103K Buy
724
+298
+70% +$39.5K ﹤0.01% 539
2025
Q1 		$58.3K Buy
426
+326
+326% +$50.1K ﹤0.01% 624
2024
Q4 		$16.5K Hold
100
– – ﹤0.01% 837
2024
Q3 		$12.5K Buy
+100
New +$11.5K ﹤0.01% 892

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

Bartlett & Co Wealth Management's APO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Apollo Global Management (APO) stake by 52% in Q1 2026, selling an estimated $25.9K and leaving 194 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Bartlett & Co Wealth Management first reported a position in APO in Q3 2024 and has held it in 7 quarters since. The position peaked at $106K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Bartlett & Co Wealth Management held 194 shares of Apollo Global Management worth $25.1K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 209 Apollo Global Management shares in Q1 2026, an estimated $25.9K.
  • Apollo Global Management made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #789 holding.
  • Bartlett & Co Wealth Management first reported a position in Apollo Global Management in Q3 2024 and has held it in 7 quarters since.
  • Bartlett & Co Wealth Management's Apollo Global Management position peaked at $106K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.