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

Whalen 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
Q1 		– Sell
-3,301
Closed -$478K – 176
2025
Q4 		$478K Sell
3,301
-1,944
-37% -$258K 0.26% 106
2025
Q3 		$699K Buy
5,245
+3,482
+198% +$493K 0.41% 56
2025
Q2 		$250K Sell
1,763
-1,373
-44% -$182K 0.16% 173
2025
Q1 		$429K Buy
+3,136
New +$482K 0.29% 71

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

Whalen Wealth Management's APO Position: Q1 2026 in Review

Whalen Wealth Management sold out of Apollo Global Management (APO) in Q1 2026, closing a stake of 3,301 shares — an estimated $478K sold.

Whalen Wealth Management first reported a position in APO in Q1 2025 and held it in 4 quarters. The position peaked at $699K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Whalen Wealth Management reported no remaining Apollo Global Management position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 3,301 Apollo Global Management shares in Q1 2026, an estimated $478K.
  • Whalen Wealth Management first reported a position in Apollo Global Management in Q1 2025 and held it in 4 quarters.
  • Whalen Wealth Management's Apollo Global Management position peaked at $699K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.