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Guardian Wealth Management (Illinois)’s Apollo Global Management APO Stock Holding History

Guardian Wealth Management (Illinois)’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 		$5.78M Buy
48,895
+1,310
+3% +$165K 2.84% 11
2026
Q1 		$5.3M Buy
47,585
+3,534
+8% +$438K 2.89% 10
2025
Q4 		$6.38M Sell
44,051
-1,108
-2% -$147K 3.75% 8
2025
Q3 		$6.02M Buy
45,159
+1,631
+4% +$231K 3.56% 6
2025
Q2 		$6.18M Buy
43,528
+200
+0.5% +$26.5K 4.11% 4
2025
Q1 		$5.93M Buy
43,328
+1,923
+5% +$296K 3.96% 4
2024
Q4 		$6.84M Buy
41,405
+1,103
+3% +$175K 4.66% 4
2024
Q3 		$5.03M Sell
40,302
-429
-1% -$49.5K 3.55% 7
2024
Q2 		$4.81M Sell
40,731
-964
-2% -$109K 3.68% 5
2024
Q1 		$4.69M Buy
41,695
+1,198
+3% +$126K 3.61% 6
2023
Q4 		$3.77M Buy
40,497
+329
+0.8% +$29K 3.19% 7
2023
Q3 		$3.61M Sell
40,168
-493
-1% -$41.4K 3.37% 5
2023
Q2 		$3.12M Buy
40,661
+1,459
+4% +$97.6K 2.85% 6
2023
Q1 		$2.48M Buy
39,202
+797
+2% +$53.4K 2.39% 9
2022
Q4 		$2.45M Buy
38,405
+1,137
+3% +$67.5K 2.41% 9
2022
Q3 		$1.73M Buy
37,268
+1,368
+4% +$75.1K 1.96% 17
2022
Q2 		$1.74M Buy
35,900
+2,568
+8% +$140K 1.87% 18
2022
Q1 		$2.07M Buy
33,332
+1,499
+5% +$98.6K 2.05% 13
2021
Q4 		$2.31M Buy
+31,833
New +$2.3M 2.22% 11

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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

Guardian Wealth Management (Illinois)'s APO Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Apollo Global Management (APO) stake by 2.8% in Q2 2026, buying an estimated $165K and bringing the position to 48,895 shares worth $5.78M. The position accounts for 2.84% of the portfolio, ranked #11.

Guardian Wealth Management (Illinois) first reported a position in APO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.84M in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 48,895 shares of Apollo Global Management worth $5.78M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 1,310 Apollo Global Management shares in Q2 2026, an estimated $165K.
  • Apollo Global Management made up 2.84% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #11 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Apollo Global Management in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Apollo Global Management position peaked at $6.84M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.