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

IMG 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
Q3 		$162K Buy
1,392
+1,278
+1,121% +$162K 0.08% 126
2026
Q2 		$13.5K Buy
114
+28
+33% +$3.52K 0.01% 284
2026
Q1 		$9.6K Buy
86
+63
+274% +$7.81K 0.01% 298
2025
Q4 		$3.33K Buy
+23
New +$3.06K ﹤0.01% 455

Other funds holding APO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

IMG Wealth Management's APO Position: Q3 2026 in Review

IMG Wealth Management increased its Apollo Global Management (APO) stake by 1,121% in Q3 2026, buying an estimated $162K and bringing the position to 1,392 shares worth $162K. The position accounts for 0.08% of the portfolio, ranked #126.

IMG Wealth Management first reported a position in APO in Q4 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • IMG Wealth Management held 1,392 shares of Apollo Global Management worth $162K as of Q3 2026.
  • IMG Wealth Management bought 1,278 Apollo Global Management shares in Q3 2026, an estimated $162K.
  • Apollo Global Management made up 0.08% of IMG Wealth Management's portfolio in Q3 2026, its #126 holding.
  • IMG Wealth Management first reported a position in Apollo Global Management in Q4 2025 and has held it in 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.