Legacy Capital Wealth Partners’s Apollo Global Management APO Stock Holding History

Legacy Capital Wealth Partners’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	$510K	Buy	4,581 +1,951	+74%	+$242K	0.11%	206
2025 Q4	$381K	Sell	2,630 -52	-2%	-$6.91K	0.08%	254
2025 Q3	$357K	Sell	2,682 -270	-9%	-$38.2K	0.08%	276
2025 Q2	$419K	Sell	2,952 -250	-8%	-$33.2K	0.1%	234
2025 Q1	$438K	Sell	3,202 -618	-16%	-$95K	0.11%	208
2024 Q4	$631K	Sell	3,820 -1,858	-33%	-$294K	0.16%	132
2024 Q3	$709K	Sell	5,678 -9,663	-63%	-$1.12M	0.14%	139
2024 Q2	$1.81M	Buy	+15,341	New	+$1.74M	0.46%	34
2024 Q1	–	Sell	-28,916	Closed	-$2.69M	–	129
2023 Q4	$2.69M	Sell	28,916 -11,003	-28%	-$971K	0.76%	23
2023 Q3	$3.58M	Buy	39,919 +5,627	+16%	+$473K	0.98%	18
2023 Q2	$2.63M	Buy	34,292 +27,177	+382%	+$1.82M	2.19%	17
2023 Q1	$449K	Buy	+7,115	New	+$476K	0.12%	143

Other funds holding APO

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

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

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

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

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

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

Legacy Capital Wealth Partners's APO Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Apollo Global Management (APO) stake by 74% in Q1 2026, buying an estimated $242K and bringing the position to 4,581 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #206.

Legacy Capital Wealth Partners first reported a position in APO in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.58M in Q3 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Legacy Capital Wealth Partners held 4,581 shares of Apollo Global Management worth $510K as of Q1 2026.
Legacy Capital Wealth Partners bought 1,951 Apollo Global Management shares in Q1 2026, an estimated $242K.
Apollo Global Management made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #206 holding.
Legacy Capital Wealth Partners first reported a position in Apollo Global Management in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Apollo Global Management position peaked at $3.58M in Q3 2023.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.