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Wambolt & Associates’s Apollo Global Management APO Stock Holding History

Wambolt & Associates’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
2025
Q2 		$299K Sell
2,109
-5
-0.2% -$663 0.1% 146
2025
Q1 		$293K Sell
2,114
-376
-15% -$57.8K 0.1% 148
2024
Q4 		$411K Sell
2,490
-130
-5% -$20.6K 0.13% 130
2024
Q3 		$346K Sell
2,620
-320
-11% -$36.9K 0.09% 148
2024
Q2 		$349K Sell
2,940
-85
-3% -$9.64K 0.1% 154
2024
Q1 		$340K Sell
3,025
-2,281
-43% -$241K 0.1% 173
2023
Q4 		$494K Sell
5,306
-365
-6% -$32.2K 0.16% 159
2023
Q3 		$508K Sell
5,671
-75
-1% -$6.3K 0.18% 159
2023
Q2 		$441K Sell
5,746
-63
-1% -$4.21K 0.16% 176
2023
Q1 		$362K Sell
5,809
-15
-0.3% -$1K 0.13% 191
2022
Q4 		$372K Sell
5,824
-807
-12% -$47.9K 0.14% 178
2022
Q3 		$308K Sell
6,631
-97
-1% -$5.33K 0.13% 185
2022
Q2 		$326K Sell
6,728
-35
-0.5% -$1.9K 0.13% 180
2022
Q1 		$422K Buy
+6,763
New +$445K 0.15% 167
2021
Q4 		– Sell
-11,399
Closed -$705K – 241
2021
Q3 		$705K Sell
11,399
-295
-3% -$17.7K 0.28% 118
2021
Q2 		$737K Sell
11,694
-25
-0.2% -$1.39K 0.31% 109
2021
Q1 		$563K Hold
11,719
– – 0.29% 114
2020
Q4 		$574K Sell
11,719
-742
-6% -$33.1K 0.34% 104
2020
Q3 		$558K Sell
12,461
-303
-2% -$14.6K 0.42% 85
2020
Q2 		$637K Buy
12,764
+5,036
+65% +$221K 0.5% 69
2020
Q1 		$259K Buy
7,728
+3,468
+81% +$149K 0.27% 125
2019
Q4 		$203K Buy
+4,260
New +$182K 0.15% 162

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Wambolt & Associates's APO Position: Q2 2025 in Review

Wambolt & Associates reduced its Apollo Global Management (APO) stake by 0.24% in Q2 2025, selling an estimated $663 and leaving 2,109 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #146.

Wambolt & Associates first reported a position in APO in Q4 2019 and has held it in 22 quarters since. The position peaked at $737K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold APO as of Q2 2025.

  • Wambolt & Associates held 2,109 shares of Apollo Global Management worth $299K as of Q2 2025.
  • Wambolt & Associates sold 5 Apollo Global Management shares in Q2 2025, an estimated $663.
  • Apollo Global Management made up 0.1% of Wambolt & Associates's portfolio in Q2 2025, its #146 holding.
  • Wambolt & Associates first reported a position in Apollo Global Management in Q4 2019 and has held it in 22 quarters since.
  • Wambolt & Associates's Apollo Global Management position peaked at $737K in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.