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 Q2	$357K	Sell	3,018 -369	-11%	-$46.4K	0.02%	439
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

North Star Investment Management's APO Position: Q2 2026 in Review

North Star Investment Management reduced its Apollo Global Management (APO) stake by 11% in Q2 2026, selling an estimated $46.4K and leaving 3,018 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #439.

North Star Investment Management first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2023. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

North Star Investment Management held 3,018 shares of Apollo Global Management worth $357K as of Q2 2026.
North Star Investment Management sold 369 Apollo Global Management shares in Q2 2026, an estimated $46.4K.
Apollo Global Management made up 0.02% of North Star Investment Management's portfolio in Q2 2026, its #439 holding.
North Star Investment Management first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
North Star Investment Management's Apollo Global Management position peaked at $1.19M in Q4 2023.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.