Iron Horse Wealth Management’s Apollo Global Management APO Stock Holding History

Iron Horse 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
2025 Q2	$353K	Buy	2,489 +539	+28%	+$71.5K	0.1%	35
2025 Q1	$267K	Buy	1,950 +305	+19%	+$46.9K	0.09%	41
2024 Q4	$272K	Sell	1,645 -226	-12%	-$35.8K	0.09%	39
2024 Q3	$234K	Sell	1,871 -113	-6%	-$13K	0.08%	43
2024 Q2	$234K	Sell	1,984 -370	-16%	-$42K	0.09%	38
2024 Q1	$265K	Buy	2,354 +678	+40%	+$71.5K	0.1%	34
2023 Q4	$156K	Buy	1,676 +1,584	+1,722%	+$140K	0.07%	43
2023 Q3	$8.26K	Sell	92 -1,600	-95%	-$134K	﹤0.01%	202
2023 Q2	$130K	Hold	1,692	–	–	0.06%	43
2023 Q1	$107K	Sell	1,692 -393	-19%	-$26.3K	0.05%	48
2022 Q4	$133K	Hold	2,085	–	–	0.07%	44
2022 Q3	$97K	Buy	+2,085	New	+$115K	0.14%	32

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Iron Horse Wealth Management's APO Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Apollo Global Management (APO) stake by 28% in Q2 2025, buying an estimated $71.5K and bringing the position to 2,489 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #35.

Iron Horse Wealth Management first reported a position in APO in Q3 2022 and has held it in 12 quarters since. 1,138 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Iron Horse Wealth Management held 2,489 shares of Apollo Global Management worth $353K as of Q2 2025.
Iron Horse Wealth Management bought 539 Apollo Global Management shares in Q2 2025, an estimated $71.5K.
Apollo Global Management made up 0.1% of Iron Horse Wealth Management's portfolio in Q2 2025, its #35 holding.
Iron Horse Wealth Management first reported a position in Apollo Global Management in Q3 2022 and has held it in 12 quarters since.
1,138 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.