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 Q3	$405K	Buy	3,490 +400	+13%	+$50.8K	0.02%	209
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

RMR Wealth Builders's APO Position: Q3 2026 in Review

RMR Wealth Builders increased its Apollo Global Management (APO) stake by 13% in Q3 2026, buying an estimated $50.8K and bringing the position to 3,490 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #209.

RMR Wealth Builders first reported a position in APO in Q4 2020 and has held it in 9 quarters since. The position peaked at $406K in Q4 2025. 493 funds tracked by Wall St. Rank hold APO as of Q3 2026.

RMR Wealth Builders held 3,490 shares of Apollo Global Management worth $405K as of Q3 2026.
RMR Wealth Builders bought 400 Apollo Global Management shares in Q3 2026, an estimated $50.8K.
Apollo Global Management made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #209 holding.
RMR Wealth Builders first reported a position in Apollo Global Management in Q4 2020 and has held it in 9 quarters since.
RMR Wealth Builders's Apollo Global Management position peaked at $406K in Q4 2025.
493 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.