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Whipplewood Advisors’s Apollo Global Management APO Stock Holding History

Whipplewood Advisors’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 		$7.24K Buy
+65
New +$8.06K ﹤0.01% 545
2025
Q3 		– Sell
-77
Closed -$10.9K – 353
2025
Q2 		$10.9K Sell
77
-57
-43% -$7.56K 0.01% 555
2025
Q1 		$10.5K Buy
134
+57
+74% +$8.77K 0.01% 555
2024
Q4 		$12.7K Buy
+77
New +$12.2K 0.01% 520

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

Whipplewood Advisors's APO Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Apollo Global Management (APO) in Q1 2026: 65 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in APO as recently as Q2 2025.

Whipplewood Advisors first reported a position in APO in Q4 2024 and has held it in 4 quarters since. The position peaked at $12.7K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Whipplewood Advisors held 65 shares of Apollo Global Management worth $7.24K as of Q1 2026.
  • Apollo Global Management was a new Whipplewood Advisors position in Q1 2026.
  • Apollo Global Management made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #545 holding.
  • Whipplewood Advisors first reported a position in Apollo Global Management in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Apollo Global Management position peaked at $12.7K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.