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MBM Wealth Consultants’s Apollo Global Management APO Stock Holding History

MBM Wealth Consultants’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
-261
Closed -$29.1K – 137
2026
Q1 		$29.1K Buy
+261
New +$32.4K 0.01% 182
2023
Q2 		– Sell
-555
Closed -$35K – 110
2023
Q1 		$35K Hold
555
– – 0.01% 168
2022
Q4 		$35K Hold
555
– – 0.02% 180
2022
Q3 		$27K Sell
555
-602
-52% -$33.1K 0.01% 178
2022
Q2 		$56K Hold
1,157
– – 0.03% 155
2022
Q1 		$72K Hold
1,157
– – 0.03% 161
2021
Q4 		$84K Sell
1,157
-30
-3% -$2.16K 0.03% 128
2021
Q3 		$73K Hold
1,187
– – 0.03% 137
2021
Q2 		$74K Hold
1,187
– – 0.03% 129
2021
Q1 		$56K Sell
1,187
-330
-22% -$16.1K 0.03% 131
2020
Q4 		$74K Sell
1,517
-80
-5% -$3.57K 0.04% 119
2020
Q3 		$71K Hold
1,597
– – 0.05% 116
2020
Q2 		$80K Sell
1,597
-578
-27% -$25.4K 0.06% 95
2020
Q1 		$73K Sell
2,175
-72
-3% -$3.09K 0.06% 96
2019
Q4 		$107K Sell
2,247
-9,009
-80% -$384K 0.08% 95
2019
Q3 		$426K Buy
11,256
+148
+1% +$5.39K 0.33% 67
2019
Q2 		$381K Buy
11,108
+648
+6% +$20.6K 0.32% 70
2019
Q1 		$295K Buy
10,460
+983
+10% +$28K 0.26% 75
2018
Q4 		$233K Buy
+9,477
New +$272K 0.23% 82

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

MBM Wealth Consultants's APO Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Apollo Global Management (APO) in Q2 2026, closing a stake of 261 shares — an estimated $29.1K sold.

MBM Wealth Consultants first reported a position in APO in Q4 2018 and held it in 19 quarters. The position peaked at $426K in Q3 2019. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Apollo Global Management position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 261 Apollo Global Management shares in Q2 2026, an estimated $29.1K.
  • MBM Wealth Consultants first reported a position in Apollo Global Management in Q4 2018 and held it in 19 quarters.
  • MBM Wealth Consultants's Apollo Global Management position peaked at $426K in Q3 2019.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

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