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

JPL 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
Q1 		$18.5K Buy
+166
New +$20.6K ﹤0.01% 409
2025
Q4 		– Sell
-147
Closed -$19.6K – 174
2025
Q3 		$19.6K Buy
+147
New +$20.8K ﹤0.01% 407

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

JPL Wealth Management's APO Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Apollo Global Management (APO) in Q1 2026: 166 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in APO as recently as Q3 2025.

JPL Wealth Management first reported a position in APO in Q3 2025 and has held it in 2 quarters since. The position peaked at $19.6K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • JPL Wealth Management held 166 shares of Apollo Global Management worth $18.5K as of Q1 2026.
  • Apollo Global Management was a new JPL Wealth Management position in Q1 2026.
  • Apollo Global Management made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #409 holding.
  • JPL Wealth Management first reported a position in Apollo Global Management in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Apollo Global Management position peaked at $19.6K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.