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Medallion Wealth Advisors’s Apollo Global Management APO Stock Holding History

Medallion Wealth 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
Q1 		$6.91K Hold
62
– – ﹤0.01% 823
2025
Q4 		$8.97K Hold
62
– – ﹤0.01% 763
2025
Q3 		$8.26K Hold
62
– – ﹤0.01% 781
2025
Q2 		$8.78K Hold
62
– – ﹤0.01% 751
2025
Q1 		$8.58K Buy
+62
New +$9.53K ﹤0.01% 709

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's APO Position: Q1 2026 in Review

Medallion Wealth Advisors held its Apollo Global Management (APO) position steady in Q1 2026 at 62 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Medallion Wealth Advisors first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.97K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Medallion Wealth Advisors held 62 shares of Apollo Global Management worth $6.91K as of Q1 2026.
  • Medallion Wealth Advisors left its Apollo Global Management share count unchanged in Q1 2026.
  • Apollo Global Management made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #823 holding.
  • Medallion Wealth Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Apollo Global Management position peaked at $8.97K in Q4 2025.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.