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 		$24.8K Buy
+3,600
New +$446K ﹤0.01% 4290

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.