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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 – 400
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return