BALDWIN WEALTH PARTNERS LLC/MA
Position in APO — Apollo Global Management, Inc.
CIK 1021258
Marion, MA
Position in APO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,559,325
+$257,940 QoQ
Shares Held
13,180
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#89
of 357 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $41,293,545 across 8 Asset Management names. APO ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
217,697 | $25,616,405 | |
| 2 | ARCC |
Ares Capital Corp
|
439,021 | $8,135,059 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
157,153 | $3,163,489 | |
| 4 | APO |
Apollo Global Management, Inc.
This page
|
13,180 | $1,559,325 | |
| 5 | BLK |
BlackRock, Inc.
|
1,360 | $1,307,721 | |
| 6 | CG |
Carlyle Group Inc.
|
15,720 | $661,969 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
17,525 | $617,230 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,950 | $232,347 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,559,325 | 13,180 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,301,385 | 11,680 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,907,936 | 13,180 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,756,498 | 13,180 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,869,846 | 13,180 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,804,869 | 13,180 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,176,808 | 13,180 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,667,423 | 13,349 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,552,148 | 13,146 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,478,267 | 13,146 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,225,075 | 13,146 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,179,984 | 13,146 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,009,744 | 13,146 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $830,301 | 13,146 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $838,583 | 13,146 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $611,289 | 13,146 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $650,844 | 13,425 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||