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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Apollo Global Management APO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$219K Sell
1,851
-289
-14% -$36.3K 0.06% 174
2026
Q1 		$239K Buy
2,140
+130
+6% +$16.1K 0.07% 149
2025
Q4 		$291K Buy
2,010
+93
+5% +$12.4K 0.09% 140
2025
Q3 		$256K Buy
1,917
+1,773
+1,231% +$251K 0.08% 131
2025
Q2 		$20.4K Sell
144
-146
-50% -$19.4K 0.01% 324
2025
Q1 		$39.8K Sell
290
-92
-24% -$14.1K 0.01% 281
2024
Q4 		$63.2K Buy
382
+1
+0.3% +$158 0.03% 225
2024
Q3 		$47.7K Buy
+381
New +$44K 0.02% 225
2023
Q1 		– Sell
-178
Closed -$11.4K – 324
2022
Q4 		$11.4K Buy
+178
New +$10.6K 0.01% 207

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s APO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Apollo Global Management (APO) stake by 14% in Q2 2026, selling an estimated $36.3K and leaving 1,851 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #174.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in APO in Q4 2022 and has held it in 9 quarters since. The position peaked at $291K in Q4 2025. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,851 shares of Apollo Global Management worth $219K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 289 Apollo Global Management shares in Q2 2026, an estimated $36.3K.
  • Apollo Global Management made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #174 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Apollo Global Management in Q4 2022 and has held it in 9 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Apollo Global Management position peaked at $291K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.