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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
Q2 		$28.6K Buy
242
+48
+25% +$6.04K ﹤0.01% 835
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 $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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's APO Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Apollo Global Management (APO) stake by 25% in Q2 2026, buying an estimated $6.04K and bringing the position to 242 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Bartlett & Co Wealth Management first reported a position in APO in Q3 2024 and has held it in 8 quarters since. The position peaked at $106K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bartlett & Co Wealth Management held 242 shares of Apollo Global Management worth $28.6K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 48 Apollo Global Management shares in Q2 2026, an estimated $6.04K.
  • Apollo Global Management made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #835 holding.
  • Bartlett & Co Wealth Management first reported a position in Apollo Global Management in Q3 2024 and has held it in 8 quarters since.
  • Bartlett & Co Wealth Management's Apollo Global Management position peaked at $106K in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.