Williamson Legacy Group’s Apollo Global Management APO Stock Holding History

Williamson Legacy Group’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
2025 Q2	–	Sell	-11,280	Closed	-$1.54M	–	109
2025 Q1	$1.54M	Buy	11,280 +634	+6%	+$97.5K	1.47%	19
2024 Q4	$1.76M	Buy	10,646 +2,131	+25%	+$338K	1.17%	11
2024 Q3	$1.06M	Sell	8,515 -1,211	-12%	-$140K	0.71%	27
2024 Q2	$1.15M	Buy	9,726 +750	+8%	+$85.1K	0.85%	23
2024 Q1	$1.01M	Buy	8,976 +473	+6%	+$49.9K	0.78%	39
2023 Q4	$792K	Buy	+8,503	New	+$751K	0.73%	46

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Williamson Legacy Group's APO Position: Q2 2025 in Review

Williamson Legacy Group sold out of Apollo Global Management (APO) in Q2 2025, closing a stake of 11,280 shares — an estimated $1.54M sold.

Williamson Legacy Group first reported a position in APO in Q4 2023 and held it in 6 quarters. The position peaked at $1.76M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold APO as of Q2 2025.

Williamson Legacy Group reported no remaining Apollo Global Management position as of Q2 2025 after selling out during the quarter.
Williamson Legacy Group sold 11,280 Apollo Global Management shares in Q2 2025, an estimated $1.54M.
Williamson Legacy Group first reported a position in Apollo Global Management in Q4 2023 and held it in 6 quarters.
Williamson Legacy Group's Apollo Global Management position peaked at $1.76M in Q4 2024.
1,142 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.