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SFMG Wealth Advisors’s Apollo Global Management APO Stock Holding History

SFMG Wealth Advisors’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 		$1.23M Sell
10,998
-150
-1% -$18.6K 0.08% 99
2025
Q4 		$1.61M Buy
11,148
+1,534
+16% +$204K 0.11% 83
2025
Q3 		$1.28M Buy
9,614
+2,322
+32% +$329K 0.09% 96
2025
Q2 		$1.03M Sell
7,292
-7
-0.1% -$928 0.08% 100
2025
Q1 		$999K Buy
7,299
+62
+0.9% +$9.53K 0.08% 102
2024
Q4 		$1.2M Buy
7,237
+17
+0.2% +$2.69K 0.09% 93
2024
Q3 		$902K Buy
7,220
+79
+1% +$9.12K 0.07% 101
2024
Q2 		$843K Sell
7,141
-468
-6% -$53.1K 0.07% 100
2024
Q1 		$856K Buy
7,609
+47
+0.6% +$4.96K 0.07% 100
2023
Q4 		$705K Buy
7,562
+30
+0.4% +$2.65K 0.07% 108
2023
Q3 		$676K Buy
7,532
+1,032
+16% +$86.7K 0.07% 105
2023
Q2 		$499K Buy
6,500
+41
+0.6% +$2.74K 0.05% 128
2023
Q1 		$408K Buy
6,459
+35
+0.5% +$2.34K 0.04% 149
2022
Q4 		$410K Buy
6,424
+37
+0.6% +$2.2K 0.05% 153
2022
Q3 		$309K Buy
6,387
+46
+0.7% +$2.53K 0.04% 169
2022
Q2 		$307K Buy
6,341
+43
+0.7% +$2.34K 0.04% 176
2022
Q1 		$390K Buy
+6,298
New +$414K 0.04% 167
2021
Q4 		– Sell
-9,913
Closed -$611K – 295
2021
Q3 		$611K Buy
9,913
+51
+0.5% +$3.06K 0.07% 121
2021
Q2 		$613K Buy
9,862
+53
+0.5% +$2.94K 0.07% 124
2021
Q1 		$461K Buy
9,809
+771
+9% +$37.5K 0.05% 149
2020
Q4 		$443K Buy
9,038
+2,743
+44% +$122K 0.06% 134
2020
Q3 		$282K Buy
6,295
+1,144
+22% +$55K 0.04% 139
2020
Q2 		$257K Buy
+5,151
New +$226K 0.04% 137

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

SFMG Wealth Advisors's APO Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Apollo Global Management (APO) stake by 1.3% in Q1 2026, selling an estimated $18.6K and leaving 10,998 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #99.

SFMG Wealth Advisors first reported a position in APO in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • SFMG Wealth Advisors held 10,998 shares of Apollo Global Management worth $1.23M as of Q1 2026.
  • SFMG Wealth Advisors sold 150 Apollo Global Management shares in Q1 2026, an estimated $18.6K.
  • Apollo Global Management made up 0.08% of SFMG Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • SFMG Wealth Advisors first reported a position in Apollo Global Management in Q2 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's Apollo Global Management position peaked at $1.61M in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.