Stone Summit Wealth’s Apollo Global Management APO Stock Holding History

Stone Summit Wealth’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	$401K	Sell	3,600 -200	-5%	-$24.8K	0.11%	104
2025 Q4	$550K	Hold	3,800	–	–	0.15%	90
2025 Q3	$506K	Hold	3,800	–	–	0.14%	101
2025 Q2	$539K	Hold	3,800	–	–	0.17%	97
2025 Q1	$520K	Sell	3,800 -75	-2%	-$11.5K	0.18%	95
2024 Q4	$640K	Hold	3,875	–	–	0.21%	84
2024 Q3	$484K	Hold	3,875	–	–	0.16%	105
2024 Q2	$458K	Sell	3,875 -25	-0.6%	-$2.84K	0.16%	100
2024 Q1	$439K	Hold	3,900	–	–	0.15%	104
2023 Q4	$363K	Hold	3,900	–	–	0.14%	115
2023 Q3	$350K	Hold	3,900	–	–	0.15%	115
2023 Q2	$300K	Hold	3,900	–	–	0.12%	119
2023 Q1	$246K	Sell	3,900 -295	-7%	-$19.8K	0.11%	123
2022 Q4	$268K	Buy	+4,195	New	+$249K	0.13%	119
2022 Q3	–	Sell	-4,195	Closed	-$203K	–	124
2022 Q2	$203K	Buy	+4,195	New	+$228K	0.12%	125

Other funds holding APO

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stone Summit Wealth's APO Position: Q1 2026 in Review

Stone Summit Wealth reduced its Apollo Global Management (APO) stake by 5.3% in Q1 2026, selling an estimated $24.8K and leaving 3,600 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #104.

Stone Summit Wealth first reported a position in APO in Q2 2022 and has held it in 15 quarters since. The position peaked at $640K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Stone Summit Wealth held 3,600 shares of Apollo Global Management worth $401K as of Q1 2026.
Stone Summit Wealth sold 200 Apollo Global Management shares in Q1 2026, an estimated $24.8K.
Apollo Global Management made up 0.11% of Stone Summit Wealth's portfolio in Q1 2026, its #104 holding.
Stone Summit Wealth first reported a position in Apollo Global Management in Q2 2022 and has held it in 15 quarters since.
Stone Summit Wealth's Apollo Global Management position peaked at $640K in Q4 2024.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.