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Laird Norton Wetherby Wealth Management’s Apollo Global Management APO Stock Holding History

Laird Norton Wetherby 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
Q3 		$548K Buy
4,110
+382
+10% +$54.1K 0.02% 553
2025
Q2 		$529K Buy
+3,728
New +$494K 0.02% 538
2024
Q4 		$1.72M Sell
10,408
-133
-1% -$21.1K 0.08% 225
2024
Q3 		$1.32M Sell
10,541
-186
-2% -$21.5K 0.06% 294
2024
Q2 		$1.27M Buy
10,727
+7,952
+287% +$902K 0.06% 290
2024
Q1 		$312K Buy
2,775
+29
+1% +$3.06K 0.01% 733
2023
Q4 		$256K Sell
2,746
-131
-5% -$11.6K 0.01% 775
2023
Q3 		$258K Buy
2,877
+46
+2% +$3.87K 0.01% 732
2023
Q2 		$217K Buy
+2,831
New +$189K 0.01% 819
2022
Q2 		– Sell
-7,638
Closed -$473K – 911
2022
Q1 		$473K Buy
+7,638
New +$502K 0.03% 542
2021
Q4 		– Sell
-6,361
Closed -$392K – 931
2021
Q3 		$392K Buy
6,361
+53
+0.8% +$3.19K 0.02% 596
2021
Q2 		$392K Buy
+6,308
New +$350K 0.02% 608
2021
Q1 		– Sell
-6,168
Closed -$302K – 787
2020
Q4 		$302K Buy
+6,168
New +$275K 0.02% 669

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's APO Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Apollo Global Management (APO) stake by 10% in Q3 2025, buying an estimated $54.1K and bringing the position to 4,110 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #553.

Laird Norton Wetherby Wealth Management first reported a position in APO in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.72M in Q4 2024. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,110 shares of Apollo Global Management worth $548K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 382 Apollo Global Management shares in Q3 2025, an estimated $54.1K.
  • Apollo Global Management made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #553 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Apollo Global Management in Q4 2020 and has held it in 13 quarters since.
  • Laird Norton Wetherby Wealth Management's Apollo Global Management position peaked at $1.72M in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.