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Apollo Global Mgmt shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Apollo Global Mgmt

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All positions including Apollo Global Mgmt held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $463k 3.5k 133.26
2025-06-30 $489k 3.4k 141.85
2025-03-31 $471k 3.4k 136.92
2024-12-31 $567k 3.4k 165.16
2024-09-30 $428k 3.4k 124.91

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Top funds holding Apollo Global Mgmt

Vanguard Group
BlackRock
Capital World Investors
FMR
State Street Corporation
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Geode Capital Management
Capital Research Global Investors
Franklin Resources
Jane Street
UBS Group
Wells Fargo & Company
Tiger Global Management
Ubs Global Asset Management Americas

View all funds holding Apollo Global Mgmt