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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
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
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

Mowery & Schoenfeld Wealth Management's APO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Apollo Global Management (APO) stake by 1.8% in Q1 2026, selling an estimated $1.24K and leaving 534 shares worth $59.5K. The position accounts for 0.09% of the portfolio, ranked #117.

Mowery & Schoenfeld Wealth Management first reported a position in APO in Q2 2024 and has held it in 8 quarters since. The position peaked at $88.2K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 534 shares of Apollo Global Management worth $59.5K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 10 Apollo Global Management shares in Q1 2026, an estimated $1.24K.
  • Apollo Global Management made up 0.09% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Apollo Global Management in Q2 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's Apollo Global Management position peaked at $88.2K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.