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

Perigon 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	$345K	Buy	+2,916	New	+$367K	0.01%	1042
2026 Q1	–	Sell	-2,598	Closed	-$376K	–	1298
2025 Q4	$376K	Buy	2,598 +499	+24%	+$66.3K	0.01%	929
2025 Q3	$280K	Sell	2,099 -2,296	-52%	-$325K	0.01%	1005
2025 Q2	$624K	Sell	4,395 -1,118	-20%	-$148K	0.01%	613
2025 Q1	$755K	Buy	5,513 +354	+7%	+$54.4K	0.02%	517
2024 Q4	$856K	Buy	5,159 +155	+3%	+$24.6K	0.02%	488
2024 Q3	$625K	Buy	5,004 +580	+13%	+$67K	0.02%	552
2024 Q2	$522K	Buy	4,424 +1,507	+52%	+$171K	0.02%	523
2024 Q1	$328K	Buy	2,917 +190	+7%	+$20.1K	0.01%	662
2023 Q4	$254K	Buy	2,727 +107	+4%	+$9.45K	0.01%	715
2023 Q3	$235K	Sell	2,620 -36	-1%	-$3.03K	0.01%	681
2023 Q2	$204K	Sell	2,656 -2,828	-52%	-$189K	0.01%	730
2023 Q1	$346K	Sell	5,484 -212	-4%	-$14.2K	0.02%	494
2022 Q4	$363K	Buy	5,696 +438	+8%	+$26K	0.02%	472
2022 Q3	$245K	Buy	5,258 +733	+16%	+$40.3K	0.02%	481
2022 Q2	$219K	Buy	+4,525	New	+$246K	0.02%	519
2021 Q4	–	Sell	-4,418	Closed	-$272K	–	578
2021 Q3	$272K	Buy	+4,418	New	+$266K	0.02%	437
2017 Q4	–	Sell	-802	Closed	-$24K	–	605
2017 Q3	$24K	Sell	802 -23,996	-97%	-$691K	0.01%	424
2017 Q2	$656K	Sell	24,798 -304	-1%	-$8.1K	0.14%	152
2017 Q1	$610K	Hold	25,102	–	–	0.13%	159
2016 Q4	$570K	Sell	25,102 -13,505	-35%	-$255K	0.12%	161
2016 Q3	$693K	Buy	+38,607	New	+$677K	0.18%	116
2016 Q1	–	Sell	-68,697	Closed	-$1.04M	–	265
2015 Q4	$1.04M	Sell	68,697 -37,904	-36%	-$648K	0.29%	96
2015 Q3	$1.83M	Buy	106,601 +4	+0%	+$80	0.54%	47
2015 Q2	$2.36M	Buy	106,597 +474	+0.4%	+$10.4K	0.62%	44
2015 Q1	$2.29M	Buy	+106,123	New	+$2.47M	0.63%	42

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 $3.37T AUM 44.26% 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

Perigon Wealth Management's APO Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Apollo Global Management (APO) in Q2 2026: 2,916 shares worth $345K. The stake represents 0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in APO as recently as Q4 2025.

Perigon Wealth Management first reported a position in APO in Q1 2015 and has held it in 26 quarters since. The position peaked at $2.36M in Q2 2015. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Perigon Wealth Management held 2,916 shares of Apollo Global Management worth $345K as of Q2 2026.
Apollo Global Management was a new Perigon Wealth Management position in Q2 2026.
Apollo Global Management made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1042 holding.
Perigon Wealth Management first reported a position in Apollo Global Management in Q1 2015 and has held it in 26 quarters since.
Perigon Wealth Management's Apollo Global Management position peaked at $2.36M in Q2 2015.
1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.