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 Q2	$201K	Buy	+1,700	New	+$214K	0.13%	38
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Spahn Wealth & Retirement's APO Position: Q2 2026 in Review

Spahn Wealth & Retirement opened a new position in Apollo Global Management (APO) in Q2 2026: 1,700 shares worth $201K. The stake represents 0.13% of the portfolio and ranks #38 among its holdings. This is a return to the name: Spahn Wealth & Retirement previously reported a position in APO as recently as Q4 2025.

Spahn Wealth & Retirement first reported a position in APO in Q4 2024 and has held it in 5 quarters since. The position peaked at $281K in Q4 2024. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Spahn Wealth & Retirement held 1,700 shares of Apollo Global Management worth $201K as of Q2 2026.
Apollo Global Management was a new Spahn Wealth & Retirement position in Q2 2026.
Apollo Global Management made up 0.13% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #38 holding.
Spahn Wealth & Retirement first reported a position in Apollo Global Management in Q4 2024 and has held it in 5 quarters since.
Spahn Wealth & Retirement's Apollo Global Management position peaked at $281K in Q4 2024.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.