CWA Asset Management Group’s Apollo Global Management APO Stock Holding History

CWA Asset Management Group’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	$453K	Buy	3,832 +621	+19%	+$78.1K	0.01%	514
2026 Q1	$358K	Buy	3,211 +103	+3%	+$12.8K	0.01%	538
2025 Q4	$450K	Sell	3,108 -113	-4%	-$15K	0.02%	480
2025 Q3	$429K	Sell	3,221 -912	-22%	-$129K	0.02%	493
2025 Q2	$586K	Buy	4,133 +146	+4%	+$19.4K	0.02%	434
2025 Q1	$546K	Buy	3,987 +472	+13%	+$72.6K	0.03%	420
2024 Q4	$581K	Buy	3,515 +10	+0.3%	+$1.58K	0.03%	360
2024 Q3	$438K	Buy	+3,505	New	+$405K	0.02%	385
2024 Q1	$382K	Hold	3,399	–	–	0.02%	363
2023 Q4	$317K	Buy	3,399 +94	+3%	+$8.3K	0.02%	321
2023 Q3	$297K	Buy	3,305 +5	+0.2%	+$420	0.02%	288
2023 Q2	$253K	Hold	3,300	–	–	0.02%	310
2023 Q1	$208K	Hold	3,300	–	–	0.02%	300
2022 Q4	$211K	Buy	+3,300	New	+$196K	0.02%	300
2022 Q2	–	Sell	-3,300	Closed	-$205K	–	301
2022 Q1	$205K	Hold	3,300	–	–	0.02%	284
2021 Q4	$239K	Hold	3,300	–	–	0.02%	261
2021 Q3	$203K	Hold	3,300	–	–	0.02%	270
2021 Q2	$208K	Buy	+3,300	New	+$183K	0.02%	263
2020 Q1	–	Sell	-7,920	Closed	-$378K	–	234
2019 Q4	$378K	Hold	7,920	–	–	0.06%	159
2019 Q3	$300K	Hold	7,920	–	–	0.05%	162
2019 Q2	$272K	Hold	7,920	–	–	0.05%	180
2019 Q1	$224K	Buy	+7,920	New	+$225K	0.04%	190
2018 Q4	–	Sell	-7,920	Closed	-$274K	–	205
2018 Q3	$274K	Buy	7,920 +1,500	+23%	+$52.3K	0.06%	160
2018 Q2	$205K	Buy	+6,420	New	+$196K	0.05%	188
2018 Q1	–	Sell	-6,420	Closed	-$215K	–	191
2017 Q4	$215K	Sell	6,420 -380	-6%	-$11.9K	0.06%	159
2017 Q3	$205K	Buy	+6,800	New	+$196K	0.06%	158

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CWA Asset Management Group's APO Position: Q2 2026 in Review

CWA Asset Management Group increased its Apollo Global Management (APO) stake by 19% in Q2 2026, buying an estimated $78.1K and bringing the position to 3,832 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #514.

CWA Asset Management Group first reported a position in APO in Q3 2017 and has held it in 26 quarters since. The position peaked at $586K in Q2 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

CWA Asset Management Group held 3,832 shares of Apollo Global Management worth $453K as of Q2 2026.
CWA Asset Management Group bought 621 Apollo Global Management shares in Q2 2026, an estimated $78.1K.
Apollo Global Management made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #514 holding.
CWA Asset Management Group first reported a position in Apollo Global Management in Q3 2017 and has held it in 26 quarters since.
CWA Asset Management Group's Apollo Global Management position peaked at $586K in Q2 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.