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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
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 $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

Bay Harbor Wealth Management's APO Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Apollo Global Management (APO) stake by 2.9% in Q1 2026, buying an estimated $992 and bringing the position to 285 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #135.

Bay Harbor Wealth Management first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.1K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Bay Harbor Wealth Management held 285 shares of Apollo Global Management worth $31.8K as of Q1 2026.
  • Bay Harbor Wealth Management bought 8 Apollo Global Management shares in Q1 2026, an estimated $992.
  • Apollo Global Management made up 0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Bay Harbor Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
  • Bay Harbor Wealth Management's Apollo Global Management position peaked at $40.1K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.