BHWM
APO icon

Bay Harbor Wealth Management’s Apollo Global Management APO Stock Holding History

Bay Harbor 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 		$37.1K Buy
314
+29
+10% +$3.65K 0.01% 161
2026
Q1 		$31.8K Buy
285
+8
+3% +$992 0.01% 135
2025
Q4 		$40.1K Buy
277
+4
+1% +$531 0.01% 114
2025
Q3 		$36.4K Buy
273
+8
+3% +$1.13K 0.01% 112
2025
Q2 		$37.6K Buy
265
+260
+5,200% +$34.5K 0.01% 115
2025
Q1 		$684 Buy
+5
New +$769 ﹤0.01% 367

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

Bay Harbor Wealth Management's APO Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Apollo Global Management (APO) stake by 10% in Q2 2026, buying an estimated $3.65K and bringing the position to 314 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #161.

Bay Harbor Wealth Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.1K in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bay Harbor Wealth Management held 314 shares of Apollo Global Management worth $37.1K as of Q2 2026.
  • Bay Harbor Wealth Management bought 29 Apollo Global Management shares in Q2 2026, an estimated $3.65K.
  • Apollo Global Management made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Bay Harbor Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Apollo Global Management position peaked at $40.1K in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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