U.S. Capital Wealth Advisors’s Apollo Global Management APO Stock Holding History

U.S. Capital 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	$1.45M	Buy	13,010 +871	+7%	+$108K	0.04%	414
2025 Q4	$1.76M	Buy	12,139 +333	+3%	+$44.2K	0.05%	368
2025 Q3	$1.57M	Buy	11,806 +36	+0.3%	+$5.1K	0.04%	383
2025 Q2	$1.67M	Buy	11,770 +21	+0.2%	+$2.79K	0.05%	332
2025 Q1	$1.61M	Buy	11,749 +2,375	+25%	+$365K	0.05%	335
2024 Q4	$1.55M	Sell	9,374 -1,007	-10%	-$160K	0.05%	346
2024 Q3	$1.3M	Sell	10,381 -2,703	-21%	-$312K	0.05%	326
2024 Q2	$1.54M	Sell	13,084 -4,776	-27%	-$542K	0.06%	280
2024 Q1	$2.01M	Sell	17,860 -4,909	-22%	-$518K	0.08%	233
2023 Q4	$2.12M	Sell	22,769 -3,085	-12%	-$272K	0.08%	212
2023 Q3	$2.32M	Sell	25,854 -1,468	-5%	-$123K	0.1%	177
2023 Q2	$2.1M	Sell	27,322 -458	-2%	-$30.6K	0.1%	205
2023 Q1	$1.75M	Sell	27,780 -870	-3%	-$58.3K	0.08%	225
2022 Q4	$1.83M	Sell	28,650 -1,846	-6%	-$110K	0.08%	222
2022 Q3	$1.42M	Sell	30,496 -2,063	-6%	-$113K	0.07%	263
2022 Q2	$1.58M	Sell	32,559 -627	-2%	-$34.1K	0.07%	260
2022 Q1	$2.06M	Buy	+33,186	New	+$2.18M	0.08%	245

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

U.S. Capital Wealth Advisors's APO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Apollo Global Management (APO) stake by 7.2% in Q1 2026, buying an estimated $108K and bringing the position to 13,010 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #414.

U.S. Capital Wealth Advisors first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.32M in Q3 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

U.S. Capital Wealth Advisors held 13,010 shares of Apollo Global Management worth $1.45M as of Q1 2026.
U.S. Capital Wealth Advisors bought 871 Apollo Global Management shares in Q1 2026, an estimated $108K.
Apollo Global Management made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #414 holding.
U.S. Capital Wealth Advisors first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's Apollo Global Management position peaked at $2.32M in Q3 2023.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.