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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
Q3 		$267K Sell
2,297
-1,201
-34% -$152K 0.11% 176
2026
Q2 		$414K Buy
+3,498
New +$440K 0.19% 132
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

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

Whalen Wealth Management's APO Position: Q3 2026 in Review

Whalen Wealth Management reduced its Apollo Global Management (APO) stake by 34% in Q3 2026, selling an estimated $152K and leaving 2,297 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #176.

Whalen Wealth Management first reported a position in APO in Q1 2025 and has held it in 6 quarters since. The position peaked at $699K in Q3 2025. 43 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • Whalen Wealth Management held 2,297 shares of Apollo Global Management worth $267K as of Q3 2026.
  • Whalen Wealth Management sold 1,201 Apollo Global Management shares in Q3 2026, an estimated $152K.
  • Apollo Global Management made up 0.11% of Whalen Wealth Management's portfolio in Q3 2026, its #176 holding.
  • Whalen Wealth Management first reported a position in Apollo Global Management in Q1 2025 and has held it in 6 quarters since.
  • Whalen Wealth Management's Apollo Global Management position peaked at $699K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.