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

Segment 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 		$6.89M Buy
58,240
+129
+0.2% +$16.2K 0.36% 66
2026
Q1 		$6.47M Sell
58,111
-104,591
-64% -$13M 0.38% 67
2025
Q4 		$23.6M Buy
162,702
+1,089
+0.7% +$145K 1.37% 19
2025
Q3 		$21.5M Buy
161,613
+1,464
+0.9% +$207K 1.29% 20
2025
Q2 		$22.7M Buy
160,149
+97,456
+155% +$12.9M 1.44% 13
2025
Q1 		$8.59M Hold
62,693
– – 0.58% 58
2024
Q4 		$10.4M Buy
62,693
+2,890
+5% +$458K 0.71% 54
2024
Q3 		$7.47M Buy
59,803
+5,275
+10% +$609K 0.51% 63
2024
Q2 		$6.44M Sell
54,528
-2,200
-4% -$250K 0.48% 63
2024
Q1 		$6.38M Sell
56,728
-1,260
-2% -$133K 0.48% 62
2023
Q4 		$5.4M Buy
57,988
+108
+0.2% +$9.54K 0.48% 63
2023
Q3 		$5.2M Sell
57,880
-500
-0.9% -$42K 0.53% 64
2023
Q2 		$4.48M Hold
58,380
– – 0.46% 67
2023
Q1 		$3.69M Sell
58,380
-140
-0.2% -$9.38K 0.42% 68
2022
Q4 		$3.73M Hold
58,520
– – 0.43% 66
2022
Q3 		$2.72M Sell
58,520
-119
-0.2% -$6.54K 0.34% 74
2022
Q2 		$2.84M Sell
58,639
-1,654
-3% -$90K 0.36% 70
2022
Q1 		$3.74M Buy
60,293
+5,340
+10% +$351K 0.39% 75
2021
Q4 		$3.98M Buy
54,953
+763
+1% +$55K 0.42% 71
2021
Q3 		$3.34M Hold
54,190
– – 0.4% 73
2021
Q2 		$3.37M Sell
54,190
-450
-0.8% -$25K 0.4% 74
2021
Q1 		$2.57M Buy
54,640
+24,900
+84% +$1.21M 0.34% 77
2020
Q4 		$1.46M Hold
29,740
– – 0.21% 90
2020
Q3 		$1.33M Hold
29,740
– – 0.22% 86
2020
Q2 		$1.49M Hold
29,740
– – 0.27% 83
2020
Q1 		$996K Sell
29,740
-7,584
-20% -$326K 0.22% 89
2019
Q4 		$1.78M Sell
37,324
-816
-2% -$34.8K 0.3% 85
2019
Q3 		$1.44M Hold
38,140
– – 0.28% 82
2019
Q2 		$1.31M Sell
38,140
-3,000
-7% -$95.3K 0.27% 84
2019
Q1 		$1.16M Sell
41,140
-3,400
-8% -$96.7K 0.25% 89
2018
Q4 		$1.09M Sell
44,540
-7,630
-15% -$219K 0.28% 84
2018
Q3 		$1.8M Buy
52,170
+330
+0.6% +$11.5K 0.39% 83
2018
Q2 		$1.65M Sell
51,840
-3,100
-6% -$94.8K 0.39% 85
2018
Q1 		$1.63M Hold
54,940
– – 0.4% 79
2017
Q4 		$1.84M Sell
54,940
-900
-2% -$28.2K 0.44% 73
2017
Q3 		$1.68M Buy
55,840
+17,740
+47% +$511K 0.45% 70
2017
Q2 		$1.01M Buy
38,100
+16,850
+79% +$449K 0.28% 93
2017
Q1 		$517K Buy
+21,250
New +$474K 0.17% 109

Other funds holding APO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Segment Wealth Management increased its Apollo Global Management (APO) stake by 0.22% in Q2 2026, buying an estimated $16.2K and bringing the position to 58,240 shares worth $6.89M. The position accounts for 0.36% of the portfolio, ranked #66.

Segment Wealth Management first reported a position in APO in Q1 2017 and has held it in 38 quarters since. The position peaked at $23.6M in Q4 2025. 198 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Segment Wealth Management held 58,240 shares of Apollo Global Management worth $6.89M as of Q2 2026.
  • Segment Wealth Management bought 129 Apollo Global Management shares in Q2 2026, an estimated $16.2K.
  • Apollo Global Management made up 0.36% of Segment Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Segment Wealth Management first reported a position in Apollo Global Management in Q1 2017 and has held it in 38 quarters since.
  • Segment Wealth Management's Apollo Global Management position peaked at $23.6M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.