PB Investment Partners’s Apollo Global Management APO Stock Holding History

PB Investment Partners’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	$22.4M	Hold	189,091	–	–	14.89%	3
2026 Q1	$21.1M	Buy	189,091 +25,365	+15%	+$3.14M	16.58%	3
2025 Q4	$23.7M	Hold	163,726	–	–	15.05%	3
2025 Q3	$21.8M	Hold	163,726	–	–	14.81%	3
2025 Q2	$23.2M	Sell	163,726 -4,179	-2%	-$554K	15.8%	3
2025 Q1	$23M	Hold	167,905	–	–	18.21%	2
2024 Q4	$27.7M	Hold	167,905	–	–	20.77%	1
2024 Q3	$21M	Sell	167,905 -168,218	-50%	-$19.4M	17.81%	2
2024 Q2	$16.3M	Buy	336,123 +164,761	+96%	+$18.7M	13.23%	5
2024 Q1	$19.3M	Sell	171,362 -20,002	-10%	-$2.11M	14.53%	4
2023 Q4	$17.8M	Sell	191,364 -48,393	-20%	-$4.27M	13.92%	5
2023 Q3	$19.4M	Hold	239,757	–	–	16.53%	1
2023 Q2	$18.4M	Buy	239,757 +4,516	+2%	+$302K	15.75%	1
2023 Q1	$14.9M	Buy	235,241 +13,635	+6%	+$913K	13.05%	3
2022 Q4	$14.1M	Buy	221,606 +2,275	+1%	+$135K	12.39%	5
2022 Q3	$10.2M	Hold	219,331	–	–	10.05%	6
2022 Q2	$10.6M	Buy	+219,331	New	+$11.9M	9.47%	7

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 $3.37T AUM 44.26% 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

PB Investment Partners's APO Position: Q2 2026 in Review

PB Investment Partners held its Apollo Global Management (APO) position steady in Q2 2026 at 189,091 shares worth $22.4M. The position accounts for 14.89% of the portfolio, ranked #3.

PB Investment Partners first reported a position in APO in Q2 2022 and has held it in 17 quarters since. The position peaked at $27.7M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold APO as of Q2 2026.

PB Investment Partners held 189,091 shares of Apollo Global Management worth $22.4M as of Q2 2026.
PB Investment Partners left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 14.89% of PB Investment Partners's portfolio in Q2 2026, its #3 holding.
PB Investment Partners first reported a position in Apollo Global Management in Q2 2022 and has held it in 17 quarters since.
PB Investment Partners's Apollo Global Management position peaked at $27.7M in Q4 2024.
1,176 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on PB Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.