Pettee Investors’s Apollo Global Management APO Stock Holding History

Pettee Investors’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	$385K	Hold	3,250	–	–	0.19%	88
2026 Q1	$418K	Hold	3,250	–	–	0.22%	85
2025 Q4	$470K	Hold	3,250	–	–	0.26%	82
2025 Q3	$433K	Hold	3,250	–	–	0.24%	83
2025 Q2	$461K	Hold	3,250	–	–	0.28%	77
2025 Q1	$445K	Hold	3,250	–	–	0.27%	79
2024 Q4	$537K	Hold	3,250	–	–	0.27%	87
2024 Q3	$406K	Hold	3,250	–	–	0.2%	94
2024 Q2	$384K	Hold	3,250	–	–	0.19%	94
2024 Q1	$365K	Hold	3,250	–	–	0.15%	97
2023 Q4	$303K	Buy	3,250 +58	+2%	+$5.12K	0.13%	104
2023 Q3	$287K	Hold	3,192	–	–	0.14%	104
2023 Q2	$245K	Hold	3,192	–	–	0.11%	110
2023 Q1	$202K	Hold	3,192	–	–	0.1%	119
2022 Q4	$204K	Buy	+3,192	New	+$190K	0.1%	115

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

Pettee Investors's APO Position: Q2 2026 in Review

Pettee Investors held its Apollo Global Management (APO) position steady in Q2 2026 at 3,250 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #88.

Pettee Investors first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $537K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Pettee Investors held 3,250 shares of Apollo Global Management worth $385K as of Q2 2026.
Pettee Investors left its Apollo Global Management share count unchanged in Q2 2026.
Apollo Global Management made up 0.19% of Pettee Investors's portfolio in Q2 2026, its #88 holding.
Pettee Investors first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
Pettee Investors's Apollo Global Management position peaked at $537K in Q4 2024.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.