Private Wealth Asset Management’s Apollo Global Management APO Stock Holding History

Private Wealth Asset 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	$19.5K	Sell	175 -2	-1%	-$248	﹤0.01%	569
2025 Q4	$25.6K	Hold	177	–	–	﹤0.01%	511
2025 Q3	$23.6K	Hold	177	–	–	﹤0.01%	501
2025 Q2	$25.1K	Sell	177 -23	-12%	-$3.05K	﹤0.01%	506
2025 Q1	$27.4K	Buy	+200	New	+$30.8K	﹤0.01%	461

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Wealth Asset Management's APO Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Apollo Global Management (APO) stake by 1.1% in Q1 2026, selling an estimated $248 and leaving 175 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Private Wealth Asset Management first reported a position in APO in Q1 2025 and has held it in 5 quarters since. The position peaked at $27.4K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Private Wealth Asset Management held 175 shares of Apollo Global Management worth $19.5K as of Q1 2026.
Private Wealth Asset Management sold 2 Apollo Global Management shares in Q1 2026, an estimated $248.
Apollo Global Management made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #569 holding.
Private Wealth Asset Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Apollo Global Management position peaked at $27.4K in Q1 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.