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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
Q2 		$574K Buy
4,856
+275
+6% +$34.6K 0.11% 180
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Legacy Capital Wealth Partners's APO Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Apollo Global Management (APO) stake by 6% in Q2 2026, buying an estimated $34.6K and bringing the position to 4,856 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #180.

Legacy Capital Wealth Partners first reported a position in APO in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.58M in Q3 2023. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,856 shares of Apollo Global Management worth $574K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 275 Apollo Global Management shares in Q2 2026, an estimated $34.6K.
  • Apollo Global Management made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Legacy Capital Wealth Partners first reported a position in Apollo Global Management in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's Apollo Global Management position peaked at $3.58M in Q3 2023.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.