Future Financial Wealth Management’s Apollo Global Management APO Stock Holding History

Future Financial 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
2025 Q1	–	Sell	-1,000	Closed	-$165K	–	449
2024 Q4	$165K	Hold	1,000	–	–	0.12%	120
2024 Q3	$125K	Buy	+1,000	New	+$115K	0.09%	146
2024 Q2	–	Sell	-1,000	Closed	-$112K	–	134
2024 Q1	$112K	Buy	+1,000	New	+$106K	0.09%	158
2022 Q3	–	Sell	-4,000	Closed	-$248K	–	123
2022 Q2	$248K	Hold	4,000	–	–	0.24%	105
2022 Q1	$248K	Hold	4,000	–	–	0.21%	105
2021 Q4	$286K	Hold	4,000	–	–	0.23%	97
2021 Q3	$249K	Hold	4,000	–	–	0.26%	99
2021 Q2	$249K	Buy	+4,000	New	+$222K	0.26%	99

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Future Financial Wealth Management's APO Position: Q1 2025 in Review

Future Financial Wealth Management sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,000 shares — an estimated $165K sold.

Future Financial Wealth Management first reported a position in APO in Q2 2021 and held it in 8 quarters. The position peaked at $286K in Q4 2021. 1,101 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Future Financial Wealth Management reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,000 Apollo Global Management shares in Q1 2025, an estimated $165K.
Future Financial Wealth Management first reported a position in Apollo Global Management in Q2 2021 and held it in 8 quarters.
Future Financial Wealth Management's Apollo Global Management position peaked at $286K in Q4 2021.
1,101 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Future Financial Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.