Pinnacle Holdings’s Apollo Global Management APO Stock Holding History

Pinnacle Holdings’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	$58.2K	Buy	+492	New	+$61.9K	0.02%	182
2023 Q2	–	Sell	-635	Closed	-$40.1K	–	207
2023 Q1	$40.1K	Buy	+635	New	+$42.5K	0.02%	193
2022 Q3	–	Sell	-635	Closed	-$30.8K	–	213
2022 Q2	$30.8K	Buy	+635	New	+$34.6K	0.01%	195
2022 Q1	–	Sell	-635	Closed	-$46K	–	241
2021 Q4	$46K	Buy	+635	New	+$45.8K	0.02%	206
2020 Q4	–	Sell	-635	Closed	-$28.4K	–	227
2020 Q3	$28.4K	Sell	635 -6,710	-91%	-$323K	0.02%	184
2020 Q2	$367K	Buy	7,345 +1,325	+22%	+$58.1K	0.18%	119
2020 Q1	$202K	Hold	6,020	–	–	0.12%	132
2019 Q4	$287K	Hold	6,020	–	–	0.11%	137
2019 Q3	$228K	Hold	6,020	–	–	0.09%	144
2019 Q2	$206K	Hold	6,020	–	–	0.08%	146
2019 Q1	$170K	Hold	6,020	–	–	0.06%	152
2018 Q4	$148K	Hold	6,020	–	–	0.06%	156
2018 Q3	$208K	Hold	6,020	–	–	0.07%	153
2018 Q2	$192K	Buy	6,020 +935	+18%	+$28.6K	0.07%	158
2018 Q1	$151K	Buy	5,085 +1,300	+34%	+$43.7K	0.06%	160
2017 Q4	$127K	Buy	3,785 +3,150	+496%	+$98.7K	0.05%	165
2017 Q3	$19.1K	Buy	+635	New	+$18.3K	0.01%	195

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

Pinnacle Holdings's APO Position: Q2 2026 in Review

Pinnacle Holdings opened a new position in Apollo Global Management (APO) in Q2 2026: 492 shares worth $58.2K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings. This is a return to the name: Pinnacle Holdings previously reported a position in APO as recently as Q1 2023.

Pinnacle Holdings first reported a position in APO in Q3 2017 and has held it in 17 quarters since. The position peaked at $367K in Q2 2020. 1,178 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Pinnacle Holdings held 492 shares of Apollo Global Management worth $58.2K as of Q2 2026.
Apollo Global Management was a new Pinnacle Holdings position in Q2 2026.
Apollo Global Management made up 0.02% of Pinnacle Holdings's portfolio in Q2 2026, its #182 holding.
Pinnacle Holdings first reported a position in Apollo Global Management in Q3 2017 and has held it in 17 quarters since.
Pinnacle Holdings's Apollo Global Management position peaked at $367K in Q2 2020.
1,178 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.