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

Western 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	$205K	Buy	+1,735	New	+$218K	0.01%	960
2023 Q2	–	Sell	-3,253	Closed	-$205K	–	648
2023 Q1	$205K	Hold	3,253	–	–	0.02%	599
2022 Q4	$208K	Sell	3,253 -4,123	-56%	-$245K	0.02%	568
2022 Q3	$342K	Buy	+7,376	New	+$405K	0.02%	595

Other funds holding APO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Western Wealth Management's APO Position: Q2 2026 in Review

Western Wealth Management opened a new position in Apollo Global Management (APO) in Q2 2026: 1,735 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in APO as recently as Q1 2023.

Western Wealth Management first reported a position in APO in Q3 2022 and has held it in 4 quarters since. The position peaked at $342K in Q3 2022. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Western Wealth Management held 1,735 shares of Apollo Global Management worth $205K as of Q2 2026.
Apollo Global Management was a new Western Wealth Management position in Q2 2026.
Apollo Global Management made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #960 holding.
Western Wealth Management first reported a position in Apollo Global Management in Q3 2022 and has held it in 4 quarters since.
Western Wealth Management's Apollo Global Management position peaked at $342K in Q3 2022.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.