CFM Wealth Partners’s Apollo Global Management APO Stock Holding History

CFM Wealth Partners’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	$206K	Buy	+1,745	New	+$219K	0.03%	144
2026 Q1	–	Sell	-2,215	Closed	-$321K	–	144
2025 Q4	$321K	Buy	2,215 +2	+0.1%	+$266	0.05%	123
2025 Q3	$295K	Buy	2,213 +1	+0%	+$142	0.04%	126
2025 Q2	$314K	Buy	2,212 +2	+0.1%	+$265	0.05%	117
2025 Q1	$303K	Buy	2,210 +2	+0.1%	+$308	0.05%	116
2024 Q4	$365K	Buy	2,208 +1	+0%	+$158	0.06%	106
2024 Q3	$276K	Sell	2,207 -939	-30%	-$108K	0.05%	124
2024 Q2	$371K	Hold	3,146	–	–	0.07%	114
2024 Q1	$354K	Hold	3,146	–	–	0.07%	122
2023 Q4	$293K	Hold	3,146	–	–	0.07%	134
2023 Q3	$282K	Buy	+3,146	New	+$264K	0.07%	123
2020 Q3	–	Sell	-60	Closed	-$2K	–	173
2020 Q2	$2K	Sell	60 -254	-81%	-$11.1K	﹤0.01%	463
2020 Q1	$11K	Hold	314	–	–	0.01%	420
2019 Q4	$15K	Buy	+314	New	+$13.4K	0.01%	380

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

CFM Wealth Partners's APO Position: Q2 2026 in Review

CFM Wealth Partners opened a new position in Apollo Global Management (APO) in Q2 2026: 1,745 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in APO as recently as Q4 2025.

CFM Wealth Partners first reported a position in APO in Q4 2019 and has held it in 14 quarters since. The position peaked at $371K in Q2 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

CFM Wealth Partners held 1,745 shares of Apollo Global Management worth $206K as of Q2 2026.
Apollo Global Management was a new CFM Wealth Partners position in Q2 2026.
Apollo Global Management made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #144 holding.
CFM Wealth Partners first reported a position in Apollo Global Management in Q4 2019 and has held it in 14 quarters since.
CFM Wealth Partners's Apollo Global Management position peaked at $371K in Q2 2024.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.