LA
APO icon

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
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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

LVW Advisors's APO Position: Q2 2026 in Review

LVW Advisors increased its Apollo Global Management (APO) stake by 2.9% in Q2 2026, buying an estimated $21.9K and bringing the position to 6,241 shares worth $738K. The position accounts for 0.06% of the portfolio, ranked #167.

LVW Advisors first reported a position in APO in Q2 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • LVW Advisors held 6,241 shares of Apollo Global Management worth $738K as of Q2 2026.
  • LVW Advisors bought 174 Apollo Global Management shares in Q2 2026, an estimated $21.9K.
  • Apollo Global Management made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #167 holding.
  • LVW Advisors first reported a position in Apollo Global Management in Q2 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.