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Legacy Wealth Management (Idaho)’s Apollo Global Management APO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$558 Hold
5
– – ﹤0.01% 931
2025
Q4 		$724 Buy
+5
New +$664 ﹤0.01% 785
2025
Q1 		– Sell
-150
Closed -$24.5K – 819
2024
Q4 		$24.5K Hold
150
– – 0.02% 192
2024
Q3 		$24.7K Buy
+150
New +$17.3K 0.01% 190

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

Legacy Wealth Management (Idaho)'s APO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Apollo Global Management (APO) position steady in Q1 2026 at 5 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Legacy Wealth Management (Idaho) first reported a position in APO in Q3 2024 and has held it in 4 quarters since. The position peaked at $24.7K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 5 shares of Apollo Global Management worth $558 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Apollo Global Management share count unchanged in Q1 2026.
  • Apollo Global Management made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #931 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Apollo Global Management in Q3 2024 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Apollo Global Management position peaked at $24.7K in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.