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Journey Strategic Wealth’s Apollo Global Management APO Stock Holding History

Journey Strategic Wealth’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
Q1 		– Sell
-2,339
Closed -$339K – 827
2025
Q4 		$339K Sell
2,339
-924
-28% -$123K 0.01% 454
2025
Q3 		$435K Sell
3,263
-689
-17% -$97.5K 0.01% 335
2025
Q2 		$561K Buy
+3,952
New +$524K 0.02% 270

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Journey Strategic Wealth's APO Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,339 shares — an estimated $339K sold.

Journey Strategic Wealth first reported a position in APO in Q2 2025 and held it in 3 quarters. The position peaked at $561K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Journey Strategic Wealth reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,339 Apollo Global Management shares in Q1 2026, an estimated $339K.
  • Journey Strategic Wealth first reported a position in Apollo Global Management in Q2 2025 and held it in 3 quarters.
  • Journey Strategic Wealth's Apollo Global Management position peaked at $561K in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.