Schwartz Investment Counsel’s Apollo Global Management APO Stock Holding History

Schwartz Investment Counsel’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	$3.19M	Sell	26,980 -5,613	-17%	-$706K	0.11%	89
2026 Q1	$3.63M	Buy	32,593 +1,148	+4%	+$142K	0.13%	83
2025 Q4	$4.55M	Buy	31,445 +4,481	+17%	+$595K	0.16%	85
2025 Q3	$3.59M	Buy	26,964 +4,683	+21%	+$663K	0.12%	86
2025 Q2	$3.16M	Hold	22,281	–	–	0.1%	84
2025 Q1	$3.05M	Hold	22,281	–	–	0.1%	84
2024 Q4	$3.68M	Sell	22,281 -2,500	-10%	-$396K	0.13%	81
2024 Q3	$3.1M	Sell	24,781 -2,597	-9%	-$300K	0.11%	84
2024 Q2	$3.23M	Sell	27,378 -5,250	-16%	-$596K	0.12%	86
2024 Q1	$3.67M	Sell	32,628 -1,500	-4%	-$158K	0.13%	86
2023 Q4	$3.18M	Hold	34,128	–	–	0.12%	84
2023 Q3	$3.06M	Buy	+34,128	New	+$2.87M	0.13%	83

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

Schwartz Investment Counsel's APO Position: Q2 2026 in Review

Schwartz Investment Counsel reduced its Apollo Global Management (APO) stake by 17% in Q2 2026, selling an estimated $706K and leaving 26,980 shares worth $3.19M. The position accounts for 0.11% of the portfolio, ranked #89.

Schwartz Investment Counsel first reported a position in APO in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

Schwartz Investment Counsel held 26,980 shares of Apollo Global Management worth $3.19M as of Q2 2026.
Schwartz Investment Counsel sold 5,613 Apollo Global Management shares in Q2 2026, an estimated $706K.
Apollo Global Management made up 0.11% of Schwartz Investment Counsel's portfolio in Q2 2026, its #89 holding.
Schwartz Investment Counsel first reported a position in Apollo Global Management in Q3 2023 and has held it in 12 quarters since.
Schwartz Investment Counsel's Apollo Global Management position peaked at $4.55M in Q4 2025.
1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.