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Wedmont Private Capital’s Apollo Global Management APO Stock Holding History

Wedmont Private Capital’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
Q3 		$670K Buy
5,812
+224
+4% +$28.4K 0.02% 504
2026
Q2 		$672K Buy
5,588
+214
+4% +$26.9K 0.02% 464
2026
Q1 		$575K Sell
5,374
-394
-7% -$48.8K 0.02% 450
2025
Q4 		$832K Sell
5,768
-367
-6% -$48.7K 0.03% 336
2025
Q3 		$773K Buy
6,135
+37
+0.6% +$5.24K 0.03% 332
2025
Q2 		$894K Sell
6,098
-223
-4% -$29.6K 0.04% 283
2025
Q1 		$796K Buy
6,321
+1,189
+23% +$183K 0.04% 262
2024
Q4 		$797K Buy
5,132
+201
+4% +$31.8K 0.04% 274
2024
Q3 		$662K Sell
4,931
-193
-4% -$22.3K 0.04% 296
2024
Q2 		$618K Buy
5,124
+438
+9% +$49.7K 0.04% 293
2024
Q1 		$524K Buy
4,686
+480
+11% +$50.7K 0.04% 311
2023
Q4 		$405K Buy
4,206
+716
+21% +$63.2K 0.03% 358
2023
Q3 		$311K Buy
3,490
+813
+30% +$68.3K 0.03% 366
2023
Q2 		$215K Buy
+2,677
New +$179K 0.02% 457

Other funds holding APO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital's APO Position: Q3 2026 in Review

Wedmont Private Capital increased its Apollo Global Management (APO) stake by 4% in Q3 2026, buying an estimated $28.4K and bringing the position to 5,812 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #504.

Wedmont Private Capital first reported a position in APO in Q2 2023 and has held it in 14 quarters since. The position peaked at $894K in Q2 2025. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Wedmont Private Capital held 5,812 shares of Apollo Global Management worth $670K as of Q3 2026.
  • Wedmont Private Capital bought 224 Apollo Global Management shares in Q3 2026, an estimated $28.4K.
  • Apollo Global Management made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #504 holding.
  • Wedmont Private Capital first reported a position in Apollo Global Management in Q2 2023 and has held it in 14 quarters since.
  • Wedmont Private Capital's Apollo Global Management position peaked at $894K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.