LVW Advisors
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LVW Advisors’s Apollo Global Management APO Stock Holding History

LVW Advisors’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
Q3 		$528K Sell
4,552
-1,689
-27% -$214K 0.04% 249
2026
Q2 		$738K Buy
6,241
+174
+3% +$21.9K 0.06% 167
2026
Q1 		$676K Buy
6,067
+4,302
+244% +$533K 0.06% 158
2025
Q4 		$256K Buy
1,765
+196
+12% +$26K 0.03% 298
2025
Q3 		$209K Buy
1,569
+104
+7% +$14.7K 0.02% 330
2025
Q2 		$208K Buy
+1,465
New +$194K 0.02% 316

Other funds holding APO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVW Advisors's APO Position: Q3 2026 in Review

LVW Advisors reduced its Apollo Global Management (APO) stake by 27% in Q3 2026, selling an estimated $214K and leaving 4,552 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #249.

LVW Advisors first reported a position in APO in Q2 2025 and has held it in 6 quarters since. The position peaked at $738K in Q2 2026. 621 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • LVW Advisors held 4,552 shares of Apollo Global Management worth $528K as of Q3 2026.
  • LVW Advisors sold 1,689 Apollo Global Management shares in Q3 2026, an estimated $214K.
  • Apollo Global Management made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #249 holding.
  • LVW Advisors first reported a position in Apollo Global Management in Q2 2025 and has held it in 6 quarters since.
  • LVW Advisors's Apollo Global Management position peaked at $738K in Q2 2026.
  • 621 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.