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APOAPO
19 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in APOLLO GLOBAL MANAGEMENT INC

Williams Jones Wealth Management, LLC. holds 596,751 shares of APO (APOLLO GLOBAL MANAGEMENT INC), worth $70.6M as of 2026-Q2. The position was decreased (-5.4% shares). APO represents 0.8% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$70.6M

Current Shares

596,751

Total Value Change

+$47.2M

Total Shares Change

+273,725

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
596,751
-5.4%
$70.6M0.8%$118.31
0
2026-Q1
Decreased
630,836
-23.9%
$70.3M0.9%$110.95
0
2025-Q4
Decreased
828,381
-14.3%
$119.9M1.4%$143.57
0
2025-Q3
Increased
965,988
+7.8%
$128.7M1.5%$131.65
51
2025-Q2
Increased
896,505
+1.7%
$127.2M1.5%$139.64
48
2025-Q1
Increased
881,779
+21.5%
$120.8M1.5%$134.31
57
2024-Q4
Decreased
725,564
-2.1%
$119.8M1.4%$161.52
0
2024-Q3
Increased
741,498
+2.3%
$92.6M1.1%$121.81
48
2024-Q2
Increased
724,865
+5.3%
$85.6M1.1%$114.66
50
2024-Q1
Increased
688,438
+18.0%
$77.4M1.0%$108.77
49
2023-Q4
Increased
583,487
+12.9%
$54.4M0.8%$89.80
47
2023-Q3
Increased
517,001
+6.5%
$46.4M0.7%$86.07
44
2023-Q2
Increased
485,287
+7.5%
$37.3M0.6%$73.25
44
2023-Q1
Increased
451,415
+38.0%
$28.5M0.4%$59.83
45
2022-Q4
Increased
327,231
+3.9%
$20.9M0.3%$60.09
35
2022-Q3
Increased
314,893
+2.4%
$14.6M0.3%$43.53
34
2022-Q2
Decreased
307,485
-6.2%
$14.9M0.2%$45.09
0
2022-Q1
Increased
327,948
+1.5%
$20.3M0.3%$57.22
34
2021-Q4
New
323,026
-
$23.4M0.3%$66.46
47

Other major holders of APO: VANGUARD GROUP INC

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