Mowery & Schoenfeld Wealth Management’s Apollo Global Management APO Stock Holding History

Mowery & Schoenfeld 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
2026 Q2	$63.2K	Hold	534	–	–	0.09%	121
2026 Q1	$59.5K	Sell	534 -10	-2%	-$1.24K	0.09%	117
2025 Q4	$78.8K	Buy	544 +10	+2%	+$1.33K	0.11%	108
2025 Q3	$71.2K	Hold	534	–	–	0.12%	100
2025 Q2	$75.8K	Hold	534	–	–	0.12%	94
2025 Q1	$73.1K	Hold	534	–	–	0.14%	104
2024 Q4	$88.2K	Hold	534	–	–	0.17%	81
2024 Q3	$66.7K	Hold	534	–	–	0.11%	81
2024 Q2	$63K	Buy	+534	New	+$60.6K	0.09%	83

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management's APO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Apollo Global Management (APO) position steady in Q2 2026 at 534 shares worth $63.2K. The position accounts for 0.09% of the portfolio, ranked #121.

Mowery & Schoenfeld Wealth Management first reported a position in APO in Q2 2024 and has held it in 9 quarters since. The position peaked at $88.2K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 534 shares of Apollo Global Management worth $63.2K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #121 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Apollo Global Management in Q2 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Apollo Global Management position peaked at $88.2K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.