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IFP Advisors’s Apollo Global Management APO Stock Holding History

IFP 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
Q2 		$1.56M Sell
13,150
-9,749
-43% -$1.23M 0.03% 569
2026
Q1 		$2.55M Buy
22,899
+346
+2% +$42.9K 0.05% 383
2025
Q4 		$3.26M Buy
22,553
+9,715
+76% +$1.29M 0.07% 293
2025
Q3 		$1.71M Buy
12,838
+149
+1% +$21.1K 0.04% 418
2025
Q2 		$1.81M Buy
12,689
+1,808
+17% +$240K 0.05% 382
2025
Q1 		$1.49M Sell
10,881
-1,306
-11% -$201K 0.05% 440
2024
Q4 		$2.01M Sell
12,187
-3,155
-21% -$500K 0.07% 337
2024
Q3 		$1.92M Buy
15,342
+1,040
+7% +$120K 0.07% 311
2024
Q2 		$1.69M Buy
14,302
+1,678
+13% +$190K 0.07% 304
2024
Q1 		$1.42M Buy
12,624
+11,274
+835% +$1.19M 0.06% 327
2023
Q4 		$126K Sell
1,350
-8,736
-87% -$771K 0.01% 1154
2023
Q3 		$905K Sell
10,086
-236
-2% -$19.8K 0.04% 416
2023
Q2 		$793K Sell
10,322
-260
-2% -$17.4K 0.03% 500
2023
Q1 		$757K Sell
10,582
-1,921
-15% -$129K 0.03% 461
2022
Q4 		$912K Sell
12,503
-113
-0.9% -$6.71K 0.02% 652
2022
Q3 		$919K Sell
12,616
-197
-2% -$10.8K 0.02% 662
2022
Q2 		$934K Hold
12,813
– – 0.03% 606
2022
Q1 		$934K Buy
12,813
+517
+4% +$34K 0.03% 606
2021
Q4 		$889K Buy
12,296
+100
+0.8% +$7.21K 0.02% 432
2021
Q3 		$752K Buy
12,196
+65
+0.5% +$3.91K 0.02% 471
2021
Q2 		$753K Buy
12,131
+178
+1% +$9.87K 0.02% 440
2021
Q1 		$563K Buy
11,953
+350
+3% +$17K 0.01% 480
2020
Q4 		$566K Buy
11,603
+640
+6% +$28.6K 0.02% 470
2020
Q3 		$491K Buy
10,963
+615
+6% +$29.6K 0.03% 434
2020
Q2 		$494K Buy
10,348
+1,499
+17% +$65.8K 0.04% 418
2020
Q1 		$335K Buy
8,849
+3,686
+71% +$158K 0.03% 431
2019
Q4 		$248K Buy
5,163
+2,862
+124% +$122K 0.02% 603
2019
Q3 		$91K Buy
+2,301
New +$83.7K 0.01% 1098
2019
Q1 		$1K Sell
20
-735
-97% -$20.9K ﹤0.01% 2175
2018
Q4 		$18K Buy
755
+85
+13% +$2.44K ﹤0.01% 2186
2018
Q3 		$23K Hold
670
– – ﹤0.01% 2370
2018
Q2 		$21K Buy
670
+20
+3% +$612 ﹤0.01% 2424
2018
Q1 		$22K Hold
650
– – ﹤0.01% 2314
2017
Q4 		$22K Sell
650
-2,122
-77% -$66.5K ﹤0.01% 2346
2017
Q3 		$83K Buy
2,772
+110
+4% +$3.17K ﹤0.01% 1661
2017
Q2 		$70K Buy
2,662
+847
+47% +$22.6K ﹤0.01% 1742
2017
Q1 		$44K Sell
1,815
-35
-2% -$780 ﹤0.01% 1998
2016
Q4 		$36K Buy
1,850
+1,400
+311% +$26.4K ﹤0.01% 2068
2016
Q3 		$8K Sell
450
-744
-62% -$13K ﹤0.01% 2949
2016
Q2 		$18K Buy
1,194
+1,174
+5,870% +$19.3K ﹤0.01% 2398
2016
Q1 		$1K Sell
20
-29,799
-100% -$447K ﹤0.01% 2174
2015
Q4 		$453K Buy
+29,819
New +$510K 0.03% 526

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

IFP Advisors's APO Position: Q2 2026 in Review

IFP Advisors reduced its Apollo Global Management (APO) stake by 43% in Q2 2026, selling an estimated $1.23M and leaving 13,150 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #569.

IFP Advisors first reported a position in APO in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.26M in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • IFP Advisors held 13,150 shares of Apollo Global Management worth $1.56M as of Q2 2026.
  • IFP Advisors sold 9,749 Apollo Global Management shares in Q2 2026, an estimated $1.23M.
  • Apollo Global Management made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #569 holding.
  • IFP Advisors first reported a position in Apollo Global Management in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Apollo Global Management position peaked at $3.26M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.