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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
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
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

Perigon Wealth Management's APO Position: Q1 2026 in Review

Perigon Wealth Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 2,598 shares — an estimated $376K sold.

Perigon Wealth Management first reported a position in APO in Q1 2015 and held it in 25 quarters. The position peaked at $2.36M in Q2 2015. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Perigon Wealth Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,598 Apollo Global Management shares in Q1 2026, an estimated $376K.
  • Perigon Wealth Management first reported a position in Apollo Global Management in Q1 2015 and held it in 25 quarters.
  • Perigon Wealth Management's Apollo Global Management position peaked at $2.36M in Q2 2015.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.