IWA
APO icon

Icon Wealth Advisors’s Apollo Global Management APO Stock Holding History

Icon Wealth Advisors’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 		$2.82M Buy
23,037
+14,525
+171% +$1.8M 0.18% 84
2025
Q4 		$1.23M Buy
8,512
+2,738
+47% +$364K 0.08% 156
2025
Q3 		$770K Buy
+5,774
New +$817K 0.05% 204

Other funds holding APO

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icon Wealth Advisors's APO Position: Q1 2026 in Review

Icon Wealth Advisors increased its Apollo Global Management (APO) stake by 171% in Q1 2026, buying an estimated $1.8M and bringing the position to 23,037 shares worth $2.82M. The position accounts for 0.18% of the portfolio, ranked #84.

Icon Wealth Advisors first reported a position in APO in Q3 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Icon Wealth Advisors held 23,037 shares of Apollo Global Management worth $2.82M as of Q1 2026.
  • Icon Wealth Advisors bought 14,525 Apollo Global Management shares in Q1 2026, an estimated $1.8M.
  • Apollo Global Management made up 0.18% of Icon Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Icon Wealth Advisors first reported a position in Apollo Global Management in Q3 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.