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
2026 Q2	$271K	Buy	+2,290	New	+$288K	0.03%	132
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

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

Portland Global Advisors's APO Position: Q2 2026 in Review

Portland Global Advisors opened a new position in Apollo Global Management (APO) in Q2 2026: 2,290 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: Portland Global Advisors previously reported a position in APO as recently as Q3 2025.

Portland Global Advisors first reported a position in APO in Q3 2020 and has held it in 15 quarters since. The position peaked at $714K in Q3 2021. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Portland Global Advisors held 2,290 shares of Apollo Global Management worth $271K as of Q2 2026.
Apollo Global Management was a new Portland Global Advisors position in Q2 2026.
Apollo Global Management made up 0.03% of Portland Global Advisors's portfolio in Q2 2026, its #132 holding.
Portland Global Advisors first reported a position in Apollo Global Management in Q3 2020 and has held it in 15 quarters since.
Portland Global Advisors's Apollo Global Management position peaked at $714K in Q3 2021.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.