Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Apollo Global Management APO Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.54M Buy
13,787
+3,760
+37% +$466K ﹤0.01% 1314
2025
Q4 		$1.45M Sell
10,027
-343
-3% -$45.6K ﹤0.01% 1305
2025
Q3 		$1.38M Buy
10,370
+1,200
+13% +$170K ﹤0.01% 1246
2025
Q2 		$1.3M Buy
9,170
+1,254
+16% +$166K ﹤0.01% 1128
2025
Q1 		$1.08M Buy
7,916
+654
+9% +$101K ﹤0.01% 1082
2024
Q4 		$1.2M Buy
7,262
+651
+10% +$103K 0.01% 992
2024
Q3 		$826K Sell
6,611
-1,100
-14% -$127K ﹤0.01% 1137
2024
Q2 		$910K Buy
7,711
+500
+7% +$56.7K ﹤0.01% 943
2024
Q1 		$811K Buy
7,211
+1,484
+26% +$157K ﹤0.01% 944
2023
Q4 		$534K Buy
5,727
+169
+3% +$14.9K ﹤0.01% 1037
2023
Q3 		$499K Buy
5,558
+215
+4% +$18.1K ﹤0.01% 978
2023
Q2 		$410K Buy
5,343
+274
+5% +$18.3K ﹤0.01% 1001
2023
Q1 		$320K Buy
5,069
+391
+8% +$26.2K ﹤0.01% 1037
2022
Q4 		$298K Buy
4,678
+844
+22% +$50.1K ﹤0.01% 951
2022
Q3 		$178K Buy
3,834
+493
+15% +$27.1K ﹤0.01% 1101
2022
Q2 		$162K Buy
3,341
+713
+27% +$38.8K ﹤0.01% 1131
2022
Q1 		$163K Buy
2,628
+2,183
+491% +$144K ﹤0.01% 1119
2021
Q4 		$32K Buy
+445
New +$32.1K ﹤0.01% 1756
2021
Q2 		$22K Hold
350
– – ﹤0.01% 1743
2021
Q1 		$22K Hold
350
– – ﹤0.01% 1743
2020
Q4 		$22K Hold
350
– – ﹤0.01% 1743
2020
Q3 		$22K Hold
350
– – ﹤0.01% 1743
2020
Q2 		$22K Hold
350
– – ﹤0.01% 1743
2020
Q1 		$22K Hold
350
– – ﹤0.01% 1743
2019
Q4 		$22K Hold
350
– – ﹤0.01% 1743
2019
Q3 		$22K Hold
350
– – ﹤0.01% 1743
2019
Q2 		$22K Hold
350
– – ﹤0.01% 1743
2019
Q1 		$22K Buy
+350
New +$9.95K ﹤0.01% 1743
2018
Q3 		– Sell
-32
Closed -$1K – 1832
2018
Q2 		$1K Buy
+32
New +$979 ﹤0.01% 1471

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Apollo Global Management (APO) stake by 37% in Q1 2026, buying an estimated $466K and bringing the position to 13,787 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Carson Wealth (CWM LLC) first reported a position in APO in Q2 2018 and has held it in 29 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,787 shares of Apollo Global Management worth $1.54M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,760 Apollo Global Management shares in Q1 2026, an estimated $466K.
  • Apollo Global Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1314 holding.
  • Carson Wealth (CWM LLC) first reported a position in Apollo Global Management in Q2 2018 and has held it in 29 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.