Principal Street Partners’s Apollo Global Management APO Stock Holding History

Principal Street Partners’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	$692K	Buy	5,849 +1,507	+35%	+$190K	0.1%	122
2026 Q1	$484K	Buy	4,342 +54	+1%	+$6.69K	0.08%	134
2025 Q4	$621K	Sell	4,288 -114	-3%	-$15.1K	0.1%	119
2025 Q3	$587K	Sell	4,402 -8,455	-66%	-$1.2M	0.09%	127
2025 Q2	$1.82M	Buy	12,857 +8,354	+186%	+$1.11M	0.18%	79
2025 Q1	$617K	Buy	4,503 +284	+7%	+$43.7K	0.11%	111
2024 Q4	$697K	Sell	4,219 -255	-6%	-$40.4K	0.14%	100
2024 Q3	$528K	Hold	4,474	–	–	0.09%	132
2024 Q2	$528K	Buy	4,474 +255	+6%	+$28.9K	0.09%	128
2024 Q1	$473K	Hold	4,219	–	–	0.09%	137
2023 Q4	$393K	Sell	4,219 -4,219	-50%	-$373K	0.09%	136
2023 Q3	$757K	Buy	8,438 +4,219	+100%	+$355K	0.15%	107
2023 Q2	$324K	Hold	4,219	–	–	0.08%	166
2023 Q1	$266K	Hold	4,219	–	–	0.07%	188
2022 Q4	$269K	Buy	+4,219	New	+$251K	0.07%	189

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

Principal Street Partners's APO Position: Q2 2026 in Review

Principal Street Partners increased its Apollo Global Management (APO) stake by 35% in Q2 2026, buying an estimated $190K and bringing the position to 5,849 shares worth $692K. The position accounts for 0.1% of the portfolio, ranked #122.

Principal Street Partners first reported a position in APO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q2 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Principal Street Partners held 5,849 shares of Apollo Global Management worth $692K as of Q2 2026.
Principal Street Partners bought 1,507 Apollo Global Management shares in Q2 2026, an estimated $190K.
Apollo Global Management made up 0.1% of Principal Street Partners's portfolio in Q2 2026, its #122 holding.
Principal Street Partners first reported a position in Apollo Global Management in Q4 2022 and has held it in 15 quarters since.
Principal Street Partners's Apollo Global Management position peaked at $1.82M in Q2 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.