Portland Global Advisors’s Apollo Global Management APO Stock Holding History

Portland Global Advisors’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
2025 Q4	–	Sell	-1,800	Closed	-$240K	–	151
2025 Q3	$240K	Hold	1,800	–	–	0.03%	133
2025 Q2	$255K	Hold	1,800	–	–	0.03%	126
2025 Q1	$246K	Hold	1,800	–	–	0.03%	121
2024 Q4	$297K	Hold	1,800	–	–	0.04%	113
2024 Q3	$225K	Hold	1,800	–	–	0.03%	130
2024 Q2	$213K	Hold	1,800	–	–	0.03%	128
2024 Q1	$202K	Buy	+1,800	New	+$190K	0.03%	132
2022 Q2	–	Sell	-5,750	Closed	-$356K	–	138
2022 Q1	$356K	Sell	5,750 -1,100	-16%	-$72.3K	0.06%	113
2021 Q4	$496K	Sell	6,850 -4,750	-41%	-$343K	0.08%	97
2021 Q3	$714K	Buy	11,600 +1,200	+12%	+$72.1K	0.13%	81
2021 Q2	$647K	Buy	10,400 +1,850	+22%	+$103K	0.13%	79
2021 Q1	$402K	Sell	8,550 -1,000	-10%	-$48.7K	0.09%	99
2020 Q4	$468K	Hold	9,550	–	–	0.11%	85
2020 Q3	$427K	Buy	+9,550	New	+$459K	0.12%	72

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Portland Global Advisors's APO Position: Q4 2025 in Review

Portland Global Advisors sold out of Apollo Global Management (APO) in Q4 2025, closing a stake of 1,800 shares — an estimated $240K sold.

Portland Global Advisors first reported a position in APO in Q3 2020 and held it in 14 quarters. The position peaked at $714K in Q3 2021. 1,205 funds tracked by Wall St. Rank hold APO as of Q4 2025.

Portland Global Advisors reported no remaining Apollo Global Management position as of Q4 2025 after selling out during the quarter.
Portland Global Advisors sold 1,800 Apollo Global Management shares in Q4 2025, an estimated $240K.
Portland Global Advisors first reported a position in Apollo Global Management in Q3 2020 and held it in 14 quarters.
Portland Global Advisors's Apollo Global Management position peaked at $714K in Q3 2021.
1,205 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2025.

Based on Portland Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.