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

Lodestone 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
Q2 		– Sell
-12
Closed -$1.34K – 781
2026
Q1 		$1.34K Hold
12
– – ﹤0.01% 702
2025
Q4 		$1.74K Buy
+12
New +$1.59K ﹤0.01% 690

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

Lodestone Wealth Management's APO Position: Q2 2026 in Review

Lodestone Wealth Management sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 12 shares — an estimated $1.34K sold.

Lodestone Wealth Management first reported a position in APO in Q4 2025 and held it in 2 quarters. The position peaked at $1.74K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Lodestone Wealth Management reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 12 Apollo Global Management shares in Q2 2026, an estimated $1.34K.
  • Lodestone Wealth Management first reported a position in Apollo Global Management in Q4 2025 and held it in 2 quarters.
  • Lodestone Wealth Management's Apollo Global Management position peaked at $1.74K in Q4 2025.
  • 1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.