Williams Jones Wealth Management, LLC.
Position in APO — Apollo Global Management, Inc.
CIK 1788587
New York, NY
Position in APO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$70,601,610
+$313,863 QoQ
Shares Held
596,751
-5.4% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#74
of 1,165 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Williams Jones Wealth Management, LLC. holds $200,847,176 across 26 Asset Management names. APO ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
This page
|
596,751 | $70,601,610 | |
| 2 | BX |
Blackstone Inc.
|
454,800 | $53,516,315 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
609,548 | $25,960,649 | |
| 4 | PDX |
PIMCO Dynamic Income Strategy Fund
|
837,548 | $17,437,749 | |
| 5 | TROW |
Price T Rowe Group Inc
|
101,369 | $11,524,641 | |
| 6 | PS |
Pershing Square Inc.
|
198,998 | $6,539,074 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
139,043 | $3,296,709 | |
| 8 | SII |
Sprott Inc.
|
26,110 | $2,933,458 |
All Filings in APO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,601,610 | 596,751 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $70,287,747 | 630,836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $119,916,433 | 828,381 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $128,737,220 | 965,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,187,164 | 896,505 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $120,750,816 | 881,779 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $119,834,150 | 725,564 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,620,515 | 741,498 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,584,810 | 724,865 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $77,414,853 | 688,438 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $54,375,153 | 583,487 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $46,406,009 | 517,001 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,274,894 | 485,287 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,511,371 | 451,415 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,874,065 | 327,231 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,642,524 | 314,893 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,906,872 | 307,485 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,329,496 | 327,948 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,396,773 | 323,026 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||