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Wealth Preservation Advisors’s Apollo Global Management APO Stock Holding History

Wealth Preservation 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 		$1.06M Buy
9,492
+7,644
+414% +$947K 0.88% 17
2025
Q4 		$268K Buy
1,848
+114
+7% +$15.1K 0.13% 73
2025
Q3 		$231K Hold
1,734
– – 0.13% 75
2025
Q2 		$246K Buy
1,734
+715
+70% +$94.8K 0.15% 75
2025
Q1 		$140K Buy
+1,019
New +$157K 0.1% 100

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

Wealth Preservation Advisors's APO Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Apollo Global Management (APO) stake by 414% in Q1 2026, buying an estimated $947K and bringing the position to 9,492 shares worth $1.06M. The position accounts for 0.88% of the portfolio, ranked #17.

Wealth Preservation Advisors first reported a position in APO in Q1 2025 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Wealth Preservation Advisors held 9,492 shares of Apollo Global Management worth $1.06M as of Q1 2026.
  • Wealth Preservation Advisors bought 7,644 Apollo Global Management shares in Q1 2026, an estimated $947K.
  • Apollo Global Management made up 0.88% of Wealth Preservation Advisors's portfolio in Q1 2026, its #17 holding.
  • Wealth Preservation Advisors first reported a position in Apollo Global Management in Q1 2025 and has held it in 5 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.