Westmount Partners’s Apollo Global Management APO Stock Holding History

Westmount Partners’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	$592K	Hold	5,000	–	–	0.13%	132
2026 Q1	$557K	Hold	5,000	–	–	0.14%	132
2025 Q4	$724K	Hold	5,000	–	–	0.18%	101
2025 Q3	$650K	Hold	5,000	–	–	0.17%	110
2025 Q2	$709K	Hold	5,000	–	–	0.19%	99
2025 Q1	$685K	Sell	5,000 -91	-2%	-$14K	0.21%	101
2024 Q4	$841K	Buy	5,091 +91	+2%	+$14.4K	0.26%	78
2024 Q3	$625K	Hold	5,000	–	–	0.19%	103
2024 Q2	$594K	Hold	5,000	–	–	0.2%	103
2024 Q1	$562K	Sell	5,000 -391	-7%	-$41.3K	0.2%	103
2023 Q4	$502K	Buy	5,391 +391	+8%	+$34.5K	0.21%	102
2023 Q3	$449K	Hold	5,000	–	–	0.2%	113
2023 Q2	$384K	Hold	5,000	–	–	0.17%	124
2023 Q1	$316K	Hold	5,000	–	–	0.15%	137
2022 Q4	$319K	Buy	+5,000	New	+$297K	0.17%	130

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Westmount Partners's APO Position: Q2 2026 in Review

Westmount Partners held its Apollo Global Management (APO) position steady in Q2 2026 at 5,000 shares worth $592K. The position accounts for 0.13% of the portfolio, ranked #132.

Westmount Partners first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $841K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Westmount Partners held 5,000 shares of Apollo Global Management worth $592K as of Q2 2026.
Westmount Partners left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.13% of Westmount Partners's portfolio in Q2 2026, its #132 holding.
Westmount Partners first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
Westmount Partners's Apollo Global Management position peaked at $841K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.