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

Concord 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	$35.5K	Buy	+300	New	+$37.7K	﹤0.01%	409
2026 Q1	–	Sell	-300	Closed	-$43.4K	–	236
2025 Q4	$43.4K	Hold	300	–	–	0.01%	348
2025 Q3	$40K	Hold	300	–	–	0.01%	368
2025 Q2	$42.6K	Hold	300	–	–	0.01%	368
2025 Q1	$41.1K	Hold	300	–	–	0.01%	344
2024 Q4	$49.5K	Hold	300	–	–	0.01%	333
2024 Q3	$37.5K	Hold	300	–	–	0.01%	378
2024 Q2	$35.4K	Hold	300	–	–	0.01%	351
2024 Q1	$33.7K	Hold	300	–	–	0.01%	414
2023 Q4	$28K	Hold	300	–	–	0.01%	435
2023 Q3	$26.9K	Hold	300	–	–	0.01%	465
2023 Q2	$23K	Hold	300	–	–	0.01%	487
2023 Q1	$18.9K	Sell	300 -60	-17%	-$4.02K	0.01%	499
2022 Q4	$23K	Buy	+360	New	+$21.4K	0.01%	500
2022 Q3	–	Sell	-555	Closed	-$27K	–	211
2022 Q2	$27K	Buy	555 +77	+16%	+$4.19K	0.01%	474
2022 Q1	$30K	Buy	478 +118	+33%	+$7.76K	0.01%	539
2021 Q4	$26K	Buy	360 +60	+20%	+$4.33K	0.01%	581
2021 Q3	$18K	Hold	300	–	–	0.01%	391
2021 Q2	$19K	Hold	300	–	–	0.01%	508
2021 Q1	$14K	Hold	300	–	–	﹤0.01%	527
2020 Q4	$15K	Buy	+300	New	+$13.4K	0.01%	331

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

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

Concord Wealth Partners opened a new position in Apollo Global Management (APO) in Q2 2026: 300 shares worth $35.5K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in APO as recently as Q4 2025.

Concord Wealth Partners first reported a position in APO in Q4 2020 and has held it in 21 quarters since. The position peaked at $49.5K in Q4 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Concord Wealth Partners held 300 shares of Apollo Global Management worth $35.5K as of Q2 2026.
Apollo Global Management was a new Concord Wealth Partners position in Q2 2026.
Apollo Global Management made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #409 holding.
Concord Wealth Partners first reported a position in Apollo Global Management in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Apollo Global Management position peaked at $49.5K in Q4 2024.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.