Wellington Shields & Co., LLC
Position in APO — Apollo Global Management, Inc.
CIK 1506073
NEW YORK, NY
Position in APO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,141,492
-$851,565 QoQ
Shares Held
19,220
-7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wellington Shields & Co., LLC holds $10,089,960 across 14 Asset Management names. APO ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
33,146 | $3,811,458 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
19,220 | $2,141,492 | |
| 3 | BLK |
BlackRock, Inc.
|
1,390 | $1,336,776 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
38,985 | $923,554 | |
| 5 | SEIC |
Sei Investments Co
|
6,500 | $510,055 | |
| 6 | NSLR |
Neostellar Capital Corp.
|
26,338 | $282,079 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,000 | $277,500 | |
| 8 | PAX |
Patria Investments Ltd
|
18,400 | $231,840 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,141,492 | 19,220 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,993,057 | 20,676 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,493,215 | 18,708 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,611,968 | 18,411 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,302,783 | 16,816 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,577,486 | 15,606 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,944,224 | 15,565 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,751,450 | 14,834 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,244,933 | 11,071 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $890,616 | 9,557 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $857,836 | 9,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $734,073 | 9,557 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $603,620 | 9,557 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $609,641 | 9,557 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $439,750 | 9,457 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $463,323 | 9,557 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $576,383 | 9,298 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $485,570 | 6,704 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||