MWM
APO icon

MGB Wealth Management’s Apollo Global Management APO Stock Holding History

MGB Wealth Management’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
Q4 		$409K Sell
2,825
-18
-0.6% -$2.39K 0.12% 147
2025
Q3 		$381K Sell
2,843
-1,487
-34% -$211K 0.11% 157
2025
Q2 		$615K Sell
4,330
-984
-19% -$130K 0.2% 103
2025
Q1 		$728K Sell
5,314
-84
-2% -$12.9K 0.26% 92
2024
Q4 		$892K Buy
5,398
+3,668
+212% +$581K 0.28% 75
2024
Q3 		$216K Buy
1,730
+1
+0.1% +$115 0.08% 177
2024
Q2 		$208K Buy
+1,729
New +$196K 0.08% 184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MGB Wealth Management's APO Position: Q4 2025 in Review

MGB Wealth Management reduced its Apollo Global Management (APO) stake by 0.63% in Q4 2025, selling an estimated $2.39K and leaving 2,825 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #147.

MGB Wealth Management first reported a position in APO in Q2 2024 and has held it in 7 quarters since. The position peaked at $892K in Q4 2024. 1,204 funds tracked by Wall St. Rank hold APO as of Q4 2025.

  • MGB Wealth Management held 2,825 shares of Apollo Global Management worth $409K as of Q4 2025.
  • MGB Wealth Management sold 18 Apollo Global Management shares in Q4 2025, an estimated $2.39K.
  • Apollo Global Management made up 0.12% of MGB Wealth Management's portfolio in Q4 2025, its #147 holding.
  • MGB Wealth Management first reported a position in Apollo Global Management in Q2 2024 and has held it in 7 quarters since.
  • MGB Wealth Management's Apollo Global Management position peaked at $892K in Q4 2024.
  • 1,204 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.