ZWJ Investment Counsel’s Apollo Global Management APO Stock Holding History

ZWJ Investment Counsel’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	$237K	Hold	2,000	–	–	0.01%	256
2026 Q1	$223K	Hold	2,000	–	–	0.01%	222
2025 Q4	$290K	Hold	2,000	–	–	0.01%	175
2025 Q3	$267K	Hold	2,000	–	–	0.01%	181
2025 Q2	$284K	Hold	2,000	–	–	0.01%	178
2025 Q1	$274K	Hold	2,000	–	–	0.01%	186
2024 Q4	$330K	Hold	2,000	–	–	0.01%	178
2024 Q3	$250K	Hold	2,000	–	–	0.01%	196
2024 Q2	$236K	Hold	2,000	–	–	0.01%	202
2024 Q1	$225K	Sell	2,000 -378	-16%	-$39.9K	0.01%	210
2023 Q4	$222K	Hold	2,378	–	–	0.01%	182
2023 Q3	$213K	Buy	+2,378	New	+$200K	0.01%	180

Other funds holding APO

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ZWJ Investment Counsel's APO Position: Q2 2026 in Review

ZWJ Investment Counsel held its Apollo Global Management (APO) position steady in Q2 2026 at 2,000 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #256.

ZWJ Investment Counsel first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $330K in Q4 2024. 286 funds tracked by Wall St. Rank hold APO as of Q2 2026.

ZWJ Investment Counsel held 2,000 shares of Apollo Global Management worth $237K as of Q2 2026.
ZWJ Investment Counsel left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #256 holding.
ZWJ Investment Counsel first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
ZWJ Investment Counsel's Apollo Global Management position peaked at $330K in Q4 2024.
286 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.