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Principal Securities’s Apollo Global Management APO Stock Holding History

Principal Securities’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
Q1 		$711K Buy
6,380
+2,671
+72% +$331K 0.01% 843
2025
Q4 		$537K Sell
3,709
-338
-8% -$44.9K 0.01% 913
2025
Q3 		$539K Sell
4,047
-176
-4% -$24.9K 0.01% 884
2025
Q2 		$599K Buy
4,223
+389
+10% +$51.6K 0.01% 790
2025
Q1 		$633K Hold
3,834
– – 0.01% 694
2024
Q4 		$633K Buy
3,834
+727
+23% +$115K 0.01% 689
2024
Q3 		$388K Buy
3,107
+947
+44% +$109K 0.01% 845
2024
Q2 		$255K Buy
2,160
+281
+15% +$31.9K 0.01% 950
2024
Q1 		$211K Buy
1,879
+283
+18% +$29.9K 0.01% 991
2023
Q4 		$149K Buy
+1,596
New +$141K 0.01% 1027

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Securities's APO Position: Q1 2026 in Review

Principal Securities increased its Apollo Global Management (APO) stake by 72% in Q1 2026, buying an estimated $331K and bringing the position to 6,380 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #843.

Principal Securities first reported a position in APO in Q4 2023 and has held it in 10 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Principal Securities held 6,380 shares of Apollo Global Management worth $711K as of Q1 2026.
  • Principal Securities bought 2,671 Apollo Global Management shares in Q1 2026, an estimated $331K.
  • Apollo Global Management made up 0.01% of Principal Securities's portfolio in Q1 2026, its #843 holding.
  • Principal Securities first reported a position in Apollo Global Management in Q4 2023 and has held it in 10 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.