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Spahn Wealth & Retirement’s Apollo Global Management APO Stock Holding History

Spahn Wealth & Retirement’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 		– Sell
-1,700
Closed -$246K – 27
2025
Q4 		$246K Hold
1,700
– – 0.15% 36
2025
Q3 		$227K Buy
+1,700
New +$241K 0.13% 37
2025
Q2 		– Sell
-1,700
Closed -$233K – 36
2025
Q1 		$233K Hold
1,700
– – 0.17% 32
2024
Q4 		$281K Buy
+1,700
New +$269K 0.18% 30

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

Spahn Wealth & Retirement's APO Position: Q1 2026 in Review

Spahn Wealth & Retirement sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 1,700 shares — an estimated $246K sold.

Spahn Wealth & Retirement first reported a position in APO in Q4 2024 and held it in 4 quarters. The position peaked at $281K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Spahn Wealth & Retirement reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 1,700 Apollo Global Management shares in Q1 2026, an estimated $246K.
  • Spahn Wealth & Retirement first reported a position in Apollo Global Management in Q4 2024 and held it in 4 quarters.
  • Spahn Wealth & Retirement's Apollo Global Management position peaked at $281K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.