North Star Investment Management’s Apollo Global Management APO Stock Holding History

North Star Investment Management’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
2026 Q1	$377K	Buy	3,387 +1,317	+64%	+$163K	0.02%	415
2025 Q4	$300K	Buy	2,070 +45	+2%	+$5.98K	0.02%	388
2025 Q3	$270K	Buy	2,025 +11	+0.5%	+$1.56K	0.02%	393
2025 Q2	$286K	Buy	2,014 +8	+0.4%	+$1.06K	0.02%	372
2025 Q1	$275K	Buy	2,006 +6	+0.3%	+$923	0.02%	371
2024 Q4	$330K	Hold	2,000	–	–	0.02%	359
2024 Q3	$250K	Hold	2,000	–	–	0.02%	384
2024 Q2	$236K	Hold	2,000	–	–	0.02%	386
2024 Q1	$225K	Sell	2,000 -10,730	-84%	-$1.13M	0.02%	401
2023 Q4	$1.19M	Hold	12,730	–	–	0.09%	211
2023 Q3	$1.14M	Buy	12,730 +2,000	+19%	+$168K	0.1%	209
2023 Q2	$824K	Hold	10,730	–	–	0.07%	259
2023 Q1	$678K	Hold	10,730	–	–	0.06%	302
2022 Q4	$684K	Hold	10,730	–	–	0.06%	298
2022 Q3	$499K	Buy	10,730 +77	+0.7%	+$4.23K	0.05%	291
2022 Q2	$516K	Buy	10,653 +74	+0.7%	+$4.03K	0.05%	288
2022 Q1	$656K	Buy	+10,579	New	+$696K	0.05%	276

Other funds holding APO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

North Star Investment Management's APO Position: Q1 2026 in Review

North Star Investment Management increased its Apollo Global Management (APO) stake by 64% in Q1 2026, buying an estimated $163K and bringing the position to 3,387 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #415.

North Star Investment Management first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2023. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

North Star Investment Management held 3,387 shares of Apollo Global Management worth $377K as of Q1 2026.
North Star Investment Management bought 1,317 Apollo Global Management shares in Q1 2026, an estimated $163K.
Apollo Global Management made up 0.02% of North Star Investment Management's portfolio in Q1 2026, its #415 holding.
North Star Investment Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
North Star Investment Management's Apollo Global Management position peaked at $1.19M in Q4 2023.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.