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

IHT 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 Q2	$292K	Sell	2,469 -334	-12%	-$42K	0.01%	1025
2026 Q1	$312K	Buy	2,803 +601	+27%	+$74.5K	0.01%	993
2025 Q4	$319K	Sell	2,202 -865	-28%	-$115K	0.01%	932
2025 Q3	$409K	Sell	3,067 -140	-4%	-$19.8K	0.01%	813
2025 Q2	$455K	Sell	3,207 -303	-9%	-$40.2K	0.01%	734
2025 Q1	$481K	Sell	3,510 -616	-15%	-$94.7K	0.02%	686
2024 Q4	$681K	Buy	4,126 +913	+28%	+$145K	0.02%	577
2024 Q3	$401K	Buy	3,213 +38	+1%	+$4.39K	0.01%	794
2024 Q2	$375K	Buy	3,175 +15	+0.5%	+$1.7K	0.01%	726
2024 Q1	$355K	Buy	3,160 +940	+42%	+$99.2K	0.01%	739
2023 Q4	$207K	Sell	2,220 -96	-4%	-$8.48K	0.01%	895
2023 Q3	$208K	Buy	+2,316	New	+$195K	0.01%	865
2023 Q2	–	Sell	-3,197	Closed	-$202K	–	971
2023 Q1	$202K	Buy	+3,197	New	+$214K	0.01%	859
2021 Q2	–	Sell	-4,660	Closed	-$219K	–	946
2021 Q1	$219K	Buy	+4,660	New	+$227K	0.02%	737
2018 Q2	–	Sell	-316	Closed	-$9K	–	465
2018 Q1	$9K	Buy	316 +1	+0.3%	+$34	﹤0.01%	1209
2017 Q4	$11K	Buy	315 +40	+15%	+$1.25K	﹤0.01%	1162
2017 Q3	$8K	Buy	+275	New	+$7.92K	﹤0.01%	1000

Other funds holding APO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

NPT

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

IHT Wealth Management's APO Position: Q2 2026 in Review

IHT Wealth Management reduced its Apollo Global Management (APO) stake by 12% in Q2 2026, selling an estimated $42K and leaving 2,469 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1025.

IHT Wealth Management first reported a position in APO in Q3 2017 and has held it in 17 quarters since. The position peaked at $681K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

IHT Wealth Management held 2,469 shares of Apollo Global Management worth $292K as of Q2 2026.
IHT Wealth Management sold 334 Apollo Global Management shares in Q2 2026, an estimated $42K.
Apollo Global Management made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1025 holding.
IHT Wealth Management first reported a position in Apollo Global Management in Q3 2017 and has held it in 17 quarters since.
IHT Wealth Management's Apollo Global Management position peaked at $681K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.