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Empirical Wealth Management’s Apollo Global Management APO Stock Holding History

Empirical Wealth Management’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 		– Sell
-2,812
Closed -$407K – 1003
2025
Q4 		$407K Sell
2,812
-5,980
-68% -$794K 0.01% 591
2025
Q3 		$1.17M Sell
8,792
-45,941
-84% -$6.5M 0.02% 315
2025
Q2 		$7.76M Buy
54,733
+11,078
+25% +$1.47M 0.18% 101
2025
Q1 		$5.98M Buy
+43,655
New +$6.71M 0.15% 120

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

Empirical Wealth Management's APO Position: Q1 2026 in Review

Empirical Wealth Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,812 shares — an estimated $407K sold.

Empirical Wealth Management first reported a position in APO in Q1 2025 and held it in 4 quarters. The position peaked at $7.76M in Q2 2025. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Empirical Wealth Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 2,812 Apollo Global Management shares in Q1 2026, an estimated $407K.
  • Empirical Wealth Management first reported a position in Apollo Global Management in Q1 2025 and held it in 4 quarters.
  • Empirical Wealth Management's Apollo Global Management position peaked at $7.76M in Q2 2025.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.