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Institute for Wealth Management’s Apollo Global Management APO Stock Holding History

Institute for 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 		$513K Sell
4,340
-29
-0.7% -$3.65K 0.05% 321
2026
Q1 		$487K Buy
4,369
+326
+8% +$40.4K 0.05% 328
2025
Q4 		$585K Sell
4,043
-2,113
-34% -$281K 0.06% 273
2025
Q3 		$820K Sell
6,156
-6
-0.1% -$849 0.09% 235
2025
Q2 		$874K Sell
6,162
-1,451
-19% -$192K 0.1% 218
2025
Q1 		$1.04M Buy
+7,613
New +$1.17M 0.13% 176

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Institute for Wealth Management's APO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Apollo Global Management (APO) stake by 0.66% in Q2 2026, selling an estimated $3.65K and leaving 4,340 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #321.

Institute for Wealth Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 631 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Institute for Wealth Management held 4,340 shares of Apollo Global Management worth $513K as of Q2 2026.
  • Institute for Wealth Management sold 29 Apollo Global Management shares in Q2 2026, an estimated $3.65K.
  • Apollo Global Management made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Institute for Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Institute for Wealth Management's Apollo Global Management position peaked at $1.04M in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.