Bellwether Advisors’s Apollo Global Management APO Stock Holding History

Bellwether Advisors’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
2025 Q3	–	Sell	-421	Closed	-$59.7K	–	160
2025 Q2	$59.7K	Sell	421 -60	-12%	-$7.96K	0.01%	207
2025 Q1	$65.9K	Sell	481 -13,436	-97%	-$2.07M	0.01%	200
2024 Q4	$2.3M	Sell	13,917 -14,782	-52%	-$2.34M	0.41%	40
2024 Q3	$3.58M	Buy	+28,699	New	+$3.31M	0.69%	35
2023 Q4	–	Sell	-17,809	Closed	-$1.6M	–	116
2023 Q3	$1.6M	Buy	+17,809	New	+$1.5M	0.44%	48
2022 Q2	–	Sell	-7,761	Closed	-$481K	–	399
2022 Q1	$481K	Buy	7,761 +7,450	+2,395%	+$490K	0.14%	104
2021 Q4	$22K	Buy	+311	New	+$22.4K	0.01%	261

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Bellwether Advisors's APO Position: Q3 2025 in Review

Bellwether Advisors sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 421 shares — an estimated $59.7K sold.

Bellwether Advisors first reported a position in APO in Q4 2021 and held it in 7 quarters. The position peaked at $3.58M in Q3 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

Bellwether Advisors reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 421 Apollo Global Management shares in Q3 2025, an estimated $59.7K.
Bellwether Advisors first reported a position in Apollo Global Management in Q4 2021 and held it in 7 quarters.
Bellwether Advisors's Apollo Global Management position peaked at $3.58M in Q3 2024.
1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.