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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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 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

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

Principal Street Partners's APO Position: Q1 2026 in Review

Principal Street Partners increased its Apollo Global Management (APO) stake by 1.3% in Q1 2026, buying an estimated $6.69K and bringing the position to 4,342 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #134.

Principal Street Partners first reported a position in APO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.82M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

Principal Street Partners held 4,342 shares of Apollo Global Management worth $484K as of Q1 2026.
Principal Street Partners bought 54 Apollo Global Management shares in Q1 2026, an estimated $6.69K.
Apollo Global Management made up 0.08% of Principal Street Partners's portfolio in Q1 2026, its #134 holding.
Principal Street Partners first reported a position in Apollo Global Management in Q4 2022 and has held it in 14 quarters since.
Principal Street Partners's Apollo Global Management position peaked at $1.82M in Q2 2025.
1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.