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Western Pacific Wealth Management’s Apollo Global Management APO Stock Holding History

Western Pacific 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
2025
Q3 		– Sell
-455
Closed -$64.6K – 192
2025
Q2 		$64.6K Hold
455
– – 0.06% 121
2025
Q1 		$62.3K Sell
455
-206
-31% -$31.7K 0.06% 121
2024
Q4 		$109K Sell
661
-146
-18% -$23.1K 0.09% 102
2024
Q3 		$101K Sell
807
-109
-12% -$12.6K 0.07% 123
2024
Q2 		$108K Sell
916
-58
-6% -$6.58K 0.08% 87
2024
Q1 		$110K Buy
974
+26
+3% +$2.74K 0.08% 93
2023
Q4 		$88.3K Sell
948
-147
-13% -$13K 0.06% 103
2023
Q3 		$98.3K Hold
1,095
– – 0.08% 77
2023
Q2 		$84.1K Sell
1,095
-275
-20% -$18.4K 0.06% 94
2023
Q1 		$86.5K Sell
1,370
-655
-32% -$43.9K 0.07% 91
2022
Q4 		$129K Buy
2,025
+711
+54% +$42.2K 0.11% 58
2022
Q3 		$61K Buy
1,314
+1,280
+3,765% +$70.3K 0.06% 84
2022
Q2 		$1K Sell
34
-3
-8% -$163 ﹤0.01% 181
2022
Q1 		$2K Sell
37
-3
-8% -$197 ﹤0.01% 196
2021
Q4 		$2K Buy
+40
New +$2.89K ﹤0.01% 200

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Western Pacific Wealth Management's APO Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of Apollo Global Management (APO) in Q3 2025, closing a stake of 455 shares — an estimated $64.6K sold.

Western Pacific Wealth Management first reported a position in APO in Q4 2021 and held it in 15 quarters. The position peaked at $129K in Q4 2022. 1,137 funds tracked by Wall St. Rank hold APO as of Q3 2025.

  • Western Pacific Wealth Management reported no remaining Apollo Global Management position as of Q3 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 455 Apollo Global Management shares in Q3 2025, an estimated $64.6K.
  • Western Pacific Wealth Management first reported a position in Apollo Global Management in Q4 2021 and held it in 15 quarters.
  • Western Pacific Wealth Management's Apollo Global Management position peaked at $129K in Q4 2022.
  • 1,137 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.