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Beirne Wealth Consulting Services’s Apollo Global Management APO Stock Holding History

Beirne Wealth Consulting Services’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 		$2.2M Buy
18,562
+19
+0.1% +$2.39K 0.44% 34
2026
Q1 		$2.07M Sell
18,543
-1
-0% -$124 0.58% 35
2025
Q4 		$2.68M Sell
18,544
-472
-2% -$62.7K 0.78% 31
2025
Q3 		$2.53M Buy
19,016
+2,019
+12% +$286K 0.61% 33
2025
Q2 		$2.41M Buy
16,997
+10
+0.1% +$1.33K 0.78% 28
2025
Q1 		$2.33M Buy
16,987
+109
+0.6% +$16.8K 0.83% 28
2024
Q4 		$2.79M Sell
16,878
-293
-2% -$46.4K 1.01% 26
2024
Q3 		$2.14M Buy
17,171
+11
+0.1% +$1.27K 0.75% 28
2024
Q2 		$2.03M Sell
17,160
-339
-2% -$38.5K 0.82% 28
2024
Q1 		$1.97M Sell
17,499
-490
-3% -$51.7K 0.83% 28
2023
Q4 		$1.68M Buy
17,989
+426
+2% +$37.6K 0.83% 24
2023
Q3 		$1.35M Hold
17,563
– – 1.08% 16
2023
Q2 		$1.35M Buy
17,563
+18
+0.1% +$1.2K 1.08% 16
2023
Q1 		$1.11M Buy
17,545
+15
+0.1% +$1K 0.78% 24
2022
Q4 		$1.12M Sell
17,530
-4,984
-22% -$296K 0.55% 29
2022
Q3 		$1.05M Sell
22,514
-7
-0% -$385 0.4% 35
2022
Q2 		$1.09M Sell
22,521
-10,832
-32% -$589K 0.71% 27
2022
Q1 		$2.06M Buy
+33,353
New +$2.19M 1.15% 19
2021
Q3 		– Sell
-30,771
Closed -$1.92M – 117
2021
Q2 		$1.92M Buy
30,771
+10,621
+53% +$589K 1.05% 24
2021
Q1 		$947K Buy
+20,150
New +$980K 0.56% 32

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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

Beirne Wealth Consulting Services's APO Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its Apollo Global Management (APO) stake by 0.1% in Q2 2026, buying an estimated $2.39K and bringing the position to 18,562 shares worth $2.2M. The position accounts for 0.44% of the portfolio, ranked #34.

Beirne Wealth Consulting Services first reported a position in APO in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.79M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Beirne Wealth Consulting Services held 18,562 shares of Apollo Global Management worth $2.2M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 19 Apollo Global Management shares in Q2 2026, an estimated $2.39K.
  • Apollo Global Management made up 0.44% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #34 holding.
  • Beirne Wealth Consulting Services first reported a position in Apollo Global Management in Q1 2021 and has held it in 20 quarters since.
  • Beirne Wealth Consulting Services's Apollo Global Management position peaked at $2.79M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.