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Bogart Wealth LLC’s Apollo Global Management APO Stock Holding History

Bogart Wealth LLC’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 		$96.9K Sell
819
-86
-10% -$10.8K ﹤0.01% 386
2026
Q1 		$101K Buy
905
+8
+0.9% +$992 ﹤0.01% 358
2025
Q4 		$130K Buy
897
+19
+2% +$2.52K 0.01% 310
2025
Q3 		$117K Buy
878
+150
+21% +$21.2K ﹤0.01% 315
2025
Q2 		$103K Buy
728
+1
+0.1% +$133 ﹤0.01% 326
2025
Q1 		$99.6K Buy
727
+5
+0.7% +$769 ﹤0.01% 313
2024
Q4 		$119K Hold
722
– – 0.01% 291
2024
Q3 		$90.2K Hold
722
– – ﹤0.01% 320
2024
Q2 		$85.2K Hold
722
– – ﹤0.01% 317
2024
Q1 		$81.2K Hold
722
– – ﹤0.01% 304
2023
Q4 		$67.3K Sell
722
-43
-6% -$3.8K ﹤0.01% 324
2023
Q3 		$68.7K Sell
765
-164
-18% -$13.8K ﹤0.01% 293
2023
Q2 		$71.4K Buy
929
+64
+7% +$4.28K ﹤0.01% 282
2023
Q1 		$54.6K Buy
865
+109
+14% +$7.3K ﹤0.01% 305
2022
Q4 		$48.2K Buy
756
+113
+18% +$6.71K ﹤0.01% 303
2022
Q3 		$30K Hold
643
– – ﹤0.01% 374
2022
Q2 		$31K Buy
643
+600
+1,395% +$32.6K ﹤0.01% 356
2022
Q1 		$3K Buy
+43
New +$2.83K ﹤0.01% 622

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Bogart Wealth LLC's APO Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Apollo Global Management (APO) stake by 9.5% in Q2 2026, selling an estimated $10.8K and leaving 819 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Bogart Wealth LLC first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $130K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Bogart Wealth LLC held 819 shares of Apollo Global Management worth $96.9K as of Q2 2026.
  • Bogart Wealth LLC sold 86 Apollo Global Management shares in Q2 2026, an estimated $10.8K.
  • Apollo Global Management made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #386 holding.
  • Bogart Wealth LLC first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • Bogart Wealth LLC's Apollo Global Management position peaked at $130K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.