Evercore Wealth Management’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Hold |
2,981
| – | – | 0.01% | 322 |
|
|
2025
Q4 | $432K | Hold |
2,981
| – | – | 0.01% | 305 |
|
|
2025
Q3 | $397K | Hold |
2,981
| – | – | 0.01% | 314 |
|
|
2025
Q2 | $423K | Hold |
2,981
| – | – | 0.01% | 300 |
|
|
2025
Q1 | $408K | Sell |
2,981
-350
| -11% | -$53.8K | 0.01% | 299 |
|
|
2024
Q4 | $550K | Buy |
3,331
+1
| +0% | +$158 | 0.01% | 261 |
|
|
2024
Q3 | $416K | Hold |
3,330
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $393K | Sell |
3,330
-1,110
| -25% | -$126K | 0.01% | 303 |
|
|
2024
Q1 | $499K | Sell |
4,440
-500
| -10% | -$52.8K | 0.01% | 283 |
|
|
2023
Q4 | $460K | Sell |
4,940
-1,130
| -19% | -$99.8K | 0.01% | 291 |
|
|
2023
Q3 | $545K | Buy |
6,070
+57
| +0.9% | +$4.79K | 0.01% | 267 |
|
|
2023
Q2 | $462K | Sell |
6,013
-1,213
| -17% | -$81.1K | 0.01% | 290 |
|
|
2023
Q1 | $456K | Sell |
7,226
-364
| -5% | -$24.4K | 0.01% | 283 |
|
|
2022
Q4 | $484K | Hold |
7,590
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $353K | Hold |
7,590
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $368K | Hold |
7,590
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $471K | Buy |
+7,590
| New | +$499K | 0.01% | 292 |
|
|
2021
Q4 | – | Sell |
-7,990
| Closed | -$492K | – | 422 |
|
|
2021
Q3 | $492K | Hold |
7,990
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $497K | Sell |
7,990
-100
| -1% | -$5.55K | 0.01% | 290 |
|
|
2021
Q1 | $381K | Sell |
8,090
-730
| -8% | -$35.5K | 0.01% | 332 |
|
|
2020
Q4 | $432K | Sell |
8,820
-4,060
| -32% | -$181K | 0.01% | 308 |
|
|
2020
Q3 | $577K | Sell |
12,880
-2,345
| -15% | -$113K | 0.01% | 248 |
|
|
2020
Q2 | $760K | Sell |
15,225
-1,125
| -7% | -$49.4K | 0.02% | 222 |
|
|
2020
Q1 | $548K | Sell |
16,350
-1,200
| -7% | -$51.5K | 0.02% | 232 |
|
|
2019
Q4 | $837K | Sell |
17,550
-2,015
| -10% | -$86K | 0.02% | 227 |
|
|
2019
Q3 | $740K | Hold |
19,565
| – | – | 0.02% | 237 |
|
|
2019
Q2 | $671K | Sell |
19,565
-6,875
| -26% | -$218K | 0.02% | 245 |
|
|
2019
Q1 | $747K | Sell |
26,440
-275
| -1% | -$7.82K | 0.02% | 228 |
|
|
2018
Q4 | $656K | Buy |
26,715
+1,740
| +7% | +$49.9K | 0.02% | 226 |
|
|
2018
Q3 | $863K | Sell |
24,975
-1,400
| -5% | -$48.8K | 0.03% | 217 |
|
|
2018
Q2 | $841K | Sell |
26,375
-3,285
| -11% | -$100K | 0.03% | 220 |
|
|
2018
Q1 | $879K | Sell |
29,660
-1,150
| -4% | -$38.7K | 0.03% | 196 |
|
|
2017
Q4 | $1.03M | Sell |
30,810
-1,000
| -3% | -$31.3K | 0.04% | 184 |
|
|
2017
Q3 | $958K | Sell |
31,810
-6,325
| -17% | -$182K | 0.04% | 181 |
|
|
2017
Q2 | $1.01M | Sell |
38,135
-2,885
| -7% | -$76.8K | 0.04% | 178 |
|
|
2017
Q1 | $997K | Sell |
41,020
-12,865
| -24% | -$287K | 0.04% | 180 |
|
|
2016
Q4 | $1.04M | Sell |
53,885
-750,040
| -93% | -$14.2M | 0.04% | 173 |
|
|
2016
Q3 | $14.4M | Sell |
803,925
-398,923
| -33% | -$7M | 0.6% | 49 |
|
|
2016
Q2 | $18.2M | Buy |
1,202,848
+13,705
| +1% | +$225K | 0.8% | 41 |
|
|
2016
Q1 | $20.4M | Buy |
1,189,143
+187,563
| +19% | +$2.81M | 0.9% | 40 |
|
|
2015
Q4 | $15.2M | Buy |
1,001,580
+42,819
| +4% | +$732K | 0.71% | 45 |
|
|
2015
Q3 | $16.5M | Buy |
958,761
+226,351
| +31% | +$4.51M | 0.79% | 45 |
|
|
2015
Q2 | $16.2M | Buy |
+732,410
| New | +$16.1M | 0.73% | 46 |
|
Other funds holding APO
VCM
VPM
Evercore Wealth Management's APO Position: Q1 2026 in Review
Evercore Wealth Management held its Apollo Global Management (APO) position steady in Q1 2026 at 2,981 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #322.
Evercore Wealth Management first reported a position in APO in Q2 2015 and has held it in 43 quarters since. The position peaked at $20.4M in Q1 2016. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.
- Evercore Wealth Management held 2,981 shares of Apollo Global Management worth $332K as of Q1 2026.
- Evercore Wealth Management left its Apollo Global Management share count unchanged in Q1 2026.
- Apollo Global Management made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #322 holding.
- Evercore Wealth Management first reported a position in Apollo Global Management in Q2 2015 and has held it in 43 quarters since.
- Evercore Wealth Management's Apollo Global Management position peaked at $20.4M in Q1 2016.
- 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.