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

HB 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	$1.34M	Sell	12,069 -962	-7%	-$119K	0.01%	560
2025 Q4	$1.89M	Sell	13,031 -177	-1%	-$23.5K	0.01%	420
2025 Q3	$1.76M	Buy	13,208 +1,399	+12%	+$198K	0.01%	440
2025 Q2	$1.68M	Buy	11,809 +2,500	+27%	+$332K	0.01%	414
2025 Q1	$1.27M	Buy	9,309 +2,011	+28%	+$309K	0.01%	482
2024 Q4	$1.21M	Buy	7,298 +2,709	+59%	+$429K	0.01%	381
2024 Q3	$573K	Buy	4,589 +504	+12%	+$58.2K	0.01%	543
2024 Q2	$482K	Buy	4,085 +211	+5%	+$23.9K	0.01%	553
2024 Q1	$436K	Buy	3,874 +120	+3%	+$12.7K	0.01%	546
2023 Q4	$350K	Buy	3,754 +798	+27%	+$70.5K	0.01%	554
2023 Q3	$265K	Buy	+2,956	New	+$248K	﹤0.01%	600

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

HB Wealth Management reduced its Apollo Global Management (APO) stake by 7.4% in Q1 2026, selling an estimated $119K and leaving 12,069 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #560.

HB Wealth Management first reported a position in APO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

HB Wealth Management held 12,069 shares of Apollo Global Management worth $1.34M as of Q1 2026.
HB Wealth Management sold 962 Apollo Global Management shares in Q1 2026, an estimated $119K.
Apollo Global Management made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #560 holding.
HB Wealth Management first reported a position in Apollo Global Management in Q3 2023 and has held it in 11 quarters since.
HB Wealth Management's Apollo Global Management position peaked at $1.89M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.