MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in APO — Apollo Global Management, Inc.

CIK 1836506 OKLAHOMA CITY, OK

Position in APO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,090,108

+$43,875 QoQ

Shares Held

9,214

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#547

of 1,165 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,126,483 across 3 Asset Management names. APO ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,834	$2,725,061
2	BX	Blackstone Inc.	11,144	$1,311,314
3	APO	Apollo Global Management, Inc. This page	9,214	$1,090,108

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,090,108	9,214	-1.9%	Shares	Sole	2026-07-13
2026-03-31	$1,046,233	9,390	-1.7%	Shares	Sole	2026-04-24
2025-12-31	$1,382,892	9,553	+0.8%	Shares	Sole	2026-01-14
2025-09-30	$1,262,466	9,473	-7.5%	Shares	Sole	2025-10-09
2025-06-30	$1,452,465	10,238	-2.3%	Shares	Sole	2025-07-11
2025-03-31	$1,434,994	10,479	-1.0%	Shares	Sole	2025-04-09
2024-12-31	$1,748,548	10,587	-7.3%	Shares	Sole	2025-01-16
2024-09-30	$1,427,221	11,426	-1.5%	Shares	Sole	2024-10-16
2024-06-30	$1,369,730	11,601	-0.2%	Shares	Sole	2024-07-12
2024-03-31	$1,306,781	11,621	-7.9%	Shares	Sole	2024-04-26
2023-12-31	$1,175,778	12,617	-0.5%	Shares	Sole	2024-02-09
2023-09-30	$1,138,067	12,679	-3.4%	Shares	Sole	2023-10-31
2023-06-30	$1,007,747	13,120	-4.3%	Shares	Sole	2023-08-07
2023-03-31	$865,544	13,704	-3.2%	Shares	Sole	2023-05-05
2022-12-31	$903,266	14,160	-2.8%	Shares	Sole	2023-02-10
2022-09-30	$677,272	14,565	-4.0%	Shares	Sole	2022-11-01
2022-06-30	$735,684	15,175	-1.8%	Shares	Sole	2022-07-25
2022-03-31	$957,683	15,449	—	Shares	Sole	2022-04-14
No filing history on record for this holder in this stock.