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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

APO holding history

Apollo Global Management, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APO overviewAll 13F holders of APOFull Q2 2026 holdings

Shares (Q2 2026)
2,980
Value
$352.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of APO by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,980$352.6K<0.1%−10.0%ReducedHolders
Q1 20262,981$332.1K<0.1%00.0%UnchangedHolders
Q4 20252,981$431.5K<0.1%00.0%UnchangedHolders
Q3 20252,981$397.3K<0.1%00.0%UnchangedHolders
Q2 20252,981$422.9K<0.1%00.0%UnchangedHolders
Q1 20252,981$408.2K<0.1%−350−10.5%ReducedHolders
Q4 20243,331$550.1K<0.1%+10.0%AddedHolders
Q3 20243,330$415.9K<0.1%00.0%UnchangedHolders
Q2 20243,330$393.2K<0.1%−1,110−25.0%ReducedHolders
Q1 20244,440$499.3K<0.1%−500−10.1%ReducedHolders
Q4 20234,940$460.4K<0.1%−1,130−18.6%ReducedHolders
Q3 20236,070$544.8K<0.1%+57+0.9%AddedHolders
Q2 20236,013$461.9K<0.1%−1,213−16.8%ReducedHolders
Q1 20237,226$456.4K<0.1%−364−4.8%ReducedHolders
Q4 20227,590$484.2K<0.1%00.0%UnchangedHolders
Q3 20227,590$353.0K<0.1%00.0%UnchangedHolders
Q2 20227,590$368.0K<0.1%00.0%UnchangedHolders
Q1 20227,590$471.0K<0.1%+7,590NewHolders
Q4 20210$00.0%−7,990−100.0%Sold outHolders
Q3 20217,990$492.0K<0.1%00.0%UnchangedHolders
Q2 20217,990$497.0K<0.1%−100−1.2%ReducedHolders
Q1 20218,090$381.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.