RMR Wealth Builders’s Apollo Global Management APO Stock Holding History

RMR Wealth Builders’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	$366K	Buy	3,090 +332	+12%	+$41.7K	0.02%	231
2026 Q1	$307K	Sell	2,758 -46	-2%	-$5.7K	0.02%	229
2025 Q4	$406K	Buy	2,804 +289	+11%	+$38.4K	0.03%	197
2025 Q3	$335K	Buy	2,515 +352	+16%	+$49.8K	0.03%	221
2025 Q2	$307K	Buy	2,163 +166	+8%	+$22K	0.03%	222
2025 Q1	$273K	Buy	+1,997	New	+$307K	0.03%	217
2021 Q2	–	Sell	-220	Closed	-$10K	–	203
2021 Q1	$10K	Buy	220 +104	+90%	+$5.06K	﹤0.01%	595
2020 Q4	$6K	Buy	+116	New	+$5.18K	﹤0.01%	443

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RMR Wealth Builders's APO Position: Q2 2026 in Review

RMR Wealth Builders increased its Apollo Global Management (APO) stake by 12% in Q2 2026, buying an estimated $41.7K and bringing the position to 3,090 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #231.

RMR Wealth Builders first reported a position in APO in Q4 2020 and has held it in 8 quarters since. The position peaked at $406K in Q4 2025. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

RMR Wealth Builders held 3,090 shares of Apollo Global Management worth $366K as of Q2 2026.
RMR Wealth Builders bought 332 Apollo Global Management shares in Q2 2026, an estimated $41.7K.
Apollo Global Management made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #231 holding.
RMR Wealth Builders first reported a position in Apollo Global Management in Q4 2020 and has held it in 8 quarters since.
RMR Wealth Builders's Apollo Global Management position peaked at $406K in Q4 2025.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.