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Benjamin Edwards Inc’s Apollo Global Management APO Stock Holding History

Benjamin Edwards Inc’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 		$2.16M Buy
18,277
+1,513
+9% +$190K 0.02% 552
2026
Q1 		$1.87M Sell
16,764
-237
-1% -$29.4K 0.02% 565
2025
Q4 		$2.46M Sell
17,001
-381
-2% -$50.6K 0.03% 447
2025
Q3 		$2.32M Sell
17,382
-2,251
-11% -$319K 0.03% 455
2025
Q2 		$2.79M Buy
19,633
+1,506
+8% +$200K 0.04% 394
2025
Q1 		$2.48M Sell
18,127
-2,575
-12% -$396K 0.03% 369
2024
Q4 		$3.42M Buy
20,702
+506
+3% +$80.2K 0.05% 326
2024
Q3 		$2.52M Buy
20,196
+15,921
+372% +$1.84M 0.04% 390
2024
Q2 		$505K Buy
4,275
+94
+2% +$10.7K 0.1% 215
2024
Q1 		$470K Buy
4,181
+1,356
+48% +$143K 0.09% 226
2023
Q4 		$263K Buy
2,825
+2,116
+298% +$187K 0.06% 277
2023
Q3 		$64K Buy
709
+487
+219% +$40.9K 0.02% 434
2023
Q2 		$17K Sell
222
-33
-13% -$2.21K ﹤0.01% 541
2023
Q1 		$16K Buy
255
+235
+1,175% +$15.7K ﹤0.01% 542
2022
Q4 		$1K Hold
20
– – ﹤0.01% 697
2022
Q3 		$1K Hold
20
– – ﹤0.01% 674
2022
Q2 		$1K Hold
20
– – ﹤0.01% 681
2022
Q1 		$1K Buy
+20
New +$1.31K ﹤0.01% 680

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

Benjamin Edwards Inc's APO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Apollo Global Management (APO) stake by 9% in Q2 2026, buying an estimated $190K and bringing the position to 18,277 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #552.

Benjamin Edwards Inc first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.42M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Benjamin Edwards Inc held 18,277 shares of Apollo Global Management worth $2.16M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,513 Apollo Global Management shares in Q2 2026, an estimated $190K.
  • Apollo Global Management made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #552 holding.
  • Benjamin Edwards Inc first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's Apollo Global Management position peaked at $3.42M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.