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Marcum Wealth’s Apollo Global Management APO Stock Holding History

Marcum Wealth’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
2025
Q1 		– Sell
-1,337
Closed -$221K – 407
2024
Q4 		$221K Sell
1,337
-743
-36% -$118K 0.02% 344
2024
Q3 		$260K Sell
2,080
-272
-12% -$31.4K 0.02% 313
2024
Q2 		$278K Sell
2,352
-131
-5% -$14.9K 0.03% 287
2024
Q1 		$279K Sell
2,483
-590
-19% -$62.3K 0.03% 283
2023
Q4 		$286K Sell
3,073
-149
-5% -$13.2K 0.03% 264
2023
Q3 		$289K Sell
3,222
-118
-4% -$9.92K 0.03% 249
2023
Q2 		$257K Sell
3,340
-62
-2% -$4.15K 0.03% 278
2023
Q1 		$215K Sell
3,402
-635
-16% -$42.5K 0.03% 313
2022
Q4 		$258K Buy
+4,037
New +$240K 0.03% 268
2022
Q2 		– Sell
-3,977
Closed -$247K – 384
2022
Q1 		$247K Buy
+3,977
New +$262K 0.03% 283
2021
Q4 		– Sell
-3,303
Closed -$203K – 391
2021
Q3 		$203K Buy
+3,303
New +$199K 0.03% 306

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's APO Position: Q1 2025 in Review

Marcum Wealth sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 1,337 shares — an estimated $221K sold.

Marcum Wealth first reported a position in APO in Q3 2021 and held it in 11 quarters. The position peaked at $289K in Q3 2023. 1,096 funds tracked by Wall St. Rank hold APO as of Q1 2025.

  • Marcum Wealth reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 1,337 Apollo Global Management shares in Q1 2025, an estimated $221K.
  • Marcum Wealth first reported a position in Apollo Global Management in Q3 2021 and held it in 11 quarters.
  • Marcum Wealth's Apollo Global Management position peaked at $289K in Q3 2023.
  • 1,096 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.