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Valley Wealth Managers’s Apollo Global Management APO Stock Holding History

Valley Wealth Managers’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 		$506K Sell
4,539
-221
-5% -$27.4K 0.03% 163
2025
Q4 		$689K Sell
4,760
-166
-3% -$22K 0.04% 150
2025
Q3 		$656K Buy
4,926
+579
+13% +$82K 0.04% 149
2025
Q2 		$617K Buy
4,347
+487
+13% +$64.6K 0.04% 148
2025
Q1 		$529K Buy
3,860
+179
+5% +$27.5K 0.04% 154
2024
Q4 		$608K Buy
+3,681
New +$583K 0.05% 148

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

Valley Wealth Managers's APO Position: Q1 2026 in Review

Valley Wealth Managers reduced its Apollo Global Management (APO) stake by 4.6% in Q1 2026, selling an estimated $27.4K and leaving 4,539 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #163.

Valley Wealth Managers first reported a position in APO in Q4 2024 and has held it in 6 quarters since. The position peaked at $689K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Valley Wealth Managers held 4,539 shares of Apollo Global Management worth $506K as of Q1 2026.
  • Valley Wealth Managers sold 221 Apollo Global Management shares in Q1 2026, an estimated $27.4K.
  • Apollo Global Management made up 0.03% of Valley Wealth Managers's portfolio in Q1 2026, its #163 holding.
  • Valley Wealth Managers first reported a position in Apollo Global Management in Q4 2024 and has held it in 6 quarters since.
  • Valley Wealth Managers's Apollo Global Management position peaked at $689K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.