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Williams Jones Wealth Management’s Apollo Global Management APO Stock Holding History

Williams Jones 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 		$70.6M Sell
596,751
-34,085
-5% -$4.29M 0.8% 32
2026
Q1 		$70.3M Sell
630,836
-197,545
-24% -$24.5M 0.86% 33
2025
Q4 		$120M Sell
828,381
-137,607
-14% -$18.3M 1.35% 19
2025
Q3 		$129M Buy
965,988
+69,483
+8% +$9.84M 1.47% 19
2025
Q2 		$127M Buy
896,505
+14,726
+2% +$1.95M 1.52% 20
2025
Q1 		$121M Buy
881,779
+156,215
+22% +$24M 1.54% 20
2024
Q4 		$120M Sell
725,564
-15,934
-2% -$2.52M 1.45% 22
2024
Q3 		$92.6M Buy
741,498
+16,633
+2% +$1.92M 1.09% 32
2024
Q2 		$85.6M Buy
724,865
+36,427
+5% +$4.13M 1.06% 33
2024
Q1 		$77.4M Buy
688,438
+104,951
+18% +$11.1M 0.99% 32
2023
Q4 		$54.4M Buy
583,487
+66,486
+13% +$5.87M 0.76% 36
2023
Q3 		$46.4M Buy
517,001
+31,714
+7% +$2.67M 0.71% 37
2023
Q2 		$37.3M Buy
485,287
+33,872
+8% +$2.26M 0.56% 42
2023
Q1 		$28.5M Buy
451,415
+124,184
+38% +$8.32M 0.45% 48
2022
Q4 		$20.9M Buy
327,231
+12,338
+4% +$733K 0.35% 58
2022
Q3 		$14.6M Buy
314,893
+7,408
+2% +$407K 0.25% 75
2022
Q2 		$14.9M Sell
307,485
-20,463
-6% -$1.11M 0.24% 78
2022
Q1 		$20.3M Buy
327,948
+4,922
+2% +$324K 0.28% 65
2021
Q4 		$23.4M Buy
323,026
+11,275
+4% +$813K 0.29% 66
2021
Q3 		$19.2M Buy
311,751
+18,337
+6% +$1.1M 0.27% 70
2021
Q2 		$18.3M Buy
293,414
+10,732
+4% +$595K 0.26% 74
2021
Q1 		$13.3M Buy
282,682
+82,674
+41% +$4.02M 0.21% 84
2020
Q4 		$9.8M Buy
200,008
+19,518
+11% +$871K 0.16% 87
2020
Q3 		$8.08M Buy
180,490
+425
+0.2% +$20.4K 0.15% 90
2020
Q2 		$8.99M Sell
180,065
-6,125
-3% -$269K 0.18% 85
2020
Q1 		$6.24M Sell
186,190
-173,060
-48% -$7.43M 0.16% 84
2019
Q4 		$17.1M Buy
359,250
+349,250
+3,493% +$14.9M 0.33% 64
2019
Q3 		$378K Buy
+10,000
New +$364K 0.01% 309

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

Williams Jones Wealth Management's APO Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Apollo Global Management (APO) stake by 5.4% in Q2 2026, selling an estimated $4.29M and leaving 596,751 shares worth $70.6M. The position accounts for 0.8% of the portfolio, ranked #32.

Williams Jones Wealth Management first reported a position in APO in Q3 2019 and has held it in 28 quarters since. The position peaked at $129M in Q3 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Williams Jones Wealth Management held 596,751 shares of Apollo Global Management worth $70.6M as of Q2 2026.
  • Williams Jones Wealth Management sold 34,085 Apollo Global Management shares in Q2 2026, an estimated $4.29M.
  • Apollo Global Management made up 0.8% of Williams Jones Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Williams Jones Wealth Management first reported a position in Apollo Global Management in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Apollo Global Management position peaked at $129M in Q3 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.