Main Street Research’s Apollo Global Management APO Stock Holding History

Main Street Research’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-217,067	Closed	-$28.9M	–	131
2025 Q3	$28.9M	Buy	+217,067	New	+$30.7M	1.56%	32
2025 Q1	–	Sell	-1,775	Closed	-$293K	–	105
2024 Q4	$293K	Buy	1,775 +42	+2%	+$6.65K	0.02%	93
2024 Q3	$217K	Buy	+1,733	New	+$200K	0.01%	100

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Main Street Research's APO Position: Q4 2025 in Review

Main Street Research sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 217,067 shares — an estimated $28.9M sold.

Main Street Research first reported a position in APO in Q3 2024 and held it in 3 quarters. The position peaked at $28.9M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Main Street Research reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Main Street Research sold 217,067 Apollo Global Management shares in Q4 2025, an estimated $28.9M.
Main Street Research first reported a position in Apollo Global Management in Q3 2024 and held it in 3 quarters.
Main Street Research's Apollo Global Management position peaked at $28.9M in Q3 2025.
1,205 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Main Street Research's 13F filing for Q4 2025, filed 9 Feb 2026.