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J.W. Cole Advisors’s Apollo Global Management APO Stock Holding History

J.W. Cole 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 		$1.1M Buy
9,298
+1,374
+17% +$173K 0.02% 724
2026
Q1 		$883K Sell
7,924
-5,297
-40% -$657K 0.03% 401
2025
Q4 		$1.8M Buy
13,221
+964
+8% +$128K 0.04% 427
2025
Q3 		$1.63M Buy
12,257
+961
+9% +$136K 0.03% 540
2025
Q2 		$1.6M Buy
11,296
+855
+8% +$113K 0.03% 497
2025
Q1 		$1.43M Buy
10,441
+244
+2% +$37.5K 0.04% 416
2024
Q4 		$1.68M Buy
10,197
+440
+5% +$69.7K 0.07% 278
2024
Q3 		$1.22M Sell
9,757
-28
-0.3% -$3.23K 0.05% 349
2024
Q2 		$1.16M Buy
9,785
+4,911
+101% +$557K 0.05% 321
2024
Q1 		$548K Buy
4,874
+1,100
+29% +$116K 0.03% 511
2023
Q4 		$352K Buy
3,774
+1
+0% +$88 0.02% 591
2023
Q3 		$339K Sell
3,773
-112
-3% -$9.41K 0.03% 528
2023
Q2 		$298K Buy
3,885
+1
+0% +$67 0.02% 584
2023
Q1 		$245K Sell
3,884
-759
-16% -$50.8K 0.02% 668
2022
Q4 		$296K Sell
4,643
-242
-5% -$14.4K 0.02% 564
2022
Q3 		$227K Sell
4,885
-162
-3% -$8.9K 0.02% 636
2022
Q2 		$245K Sell
5,047
-153
-3% -$8.32K 0.02% 607
2022
Q1 		$322K Buy
5,200
+301
+6% +$19.8K 0.02% 595
2021
Q4 		$355K Buy
4,899
+1,356
+38% +$97.8K 0.02% 586
2021
Q3 		$218K Sell
3,543
-728
-17% -$43.8K 0.02% 425
2021
Q2 		$266K Buy
+4,271
New +$237K 0.02% 616

Other funds holding APO

CS
CapitalatWork SA Auderghem $3.99B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SS
Spinecap SAS Paris, France $335M AUM 16.94% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

J.W. Cole Advisors's APO Position: Q2 2026 in Review

J.W. Cole Advisors increased its Apollo Global Management (APO) stake by 17% in Q2 2026, buying an estimated $173K and bringing the position to 9,298 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #724.

J.W. Cole Advisors first reported a position in APO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.8M in Q4 2025. 413 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • J.W. Cole Advisors held 9,298 shares of Apollo Global Management worth $1.1M as of Q2 2026.
  • J.W. Cole Advisors bought 1,374 Apollo Global Management shares in Q2 2026, an estimated $173K.
  • Apollo Global Management made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #724 holding.
  • J.W. Cole Advisors first reported a position in Apollo Global Management in Q2 2021 and has held it in 21 quarters since.
  • J.W. Cole Advisors's Apollo Global Management position peaked at $1.8M in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.