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Walled Lake Planning & Wealth Management’s Apollo Global Management APO Stock Holding History

Walled Lake Planning & Wealth Management’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 		$272K Buy
2,302
+9
+0.4% +$1.13K 0.07% 119
2026
Q1 		$256K Sell
2,293
-95
-4% -$11.8K 0.08% 115
2025
Q4 		$346K Buy
2,388
+7
+0.3% +$930 0.11% 95
2025
Q3 		$317K Buy
2,381
+8
+0.3% +$1.13K 0.1% 106
2025
Q2 		$337K Sell
2,373
-143
-6% -$19K 0.11% 96
2025
Q1 		$345K Buy
2,516
+80
+3% +$12.3K 0.12% 90
2024
Q4 		$402K Buy
2,436
+660
+37% +$105K 0.15% 85
2024
Q3 		$222K Buy
1,776
+6
+0.3% +$693 0.08% 118
2024
Q2 		$209K Buy
+1,770
New +$201K 0.09% 112
2022
Q4 		– Sell
-5,575
Closed -$259K – 55
2022
Q3 		$259K Hold
5,575
– – 0.18% 58
2022
Q2 		$270K Hold
5,575
– – 0.19% 57
2022
Q1 		$346K Buy
+5,575
New +$367K 0.21% 55
2021
Q4 		– Sell
-6,575
Closed -$405K – 119
2021
Q3 		$405K Hold
6,575
– – 0.25% 50
2021
Q2 		$409K Hold
6,575
– – 0.27% 47
2021
Q1 		$309K Buy
6,575
+2,075
+46% +$101K 0.21% 54
2020
Q4 		$220K Buy
4,500
+100
+2% +$4.46K 0.17% 64
2020
Q3 		$197K Hold
4,400
– – 0.16% 63
2020
Q2 		$220K Hold
4,400
– – 0.18% 60
2020
Q1 		$147K Hold
4,400
– – 0.13% 66
2019
Q4 		$210K Buy
+4,400
New +$188K 0.15% 63

Other funds holding APO

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Walled Lake Planning & Wealth Management's APO Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Apollo Global Management (APO) stake by 0.39% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,302 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #119.

Walled Lake Planning & Wealth Management first reported a position in APO in Q4 2019 and has held it in 20 quarters since. The position peaked at $409K in Q2 2021. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,302 shares of Apollo Global Management worth $272K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 9 Apollo Global Management shares in Q2 2026, an estimated $1.13K.
  • Apollo Global Management made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Apollo Global Management in Q4 2019 and has held it in 20 quarters since.
  • Walled Lake Planning & Wealth Management's Apollo Global Management position peaked at $409K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.