APO β€” APOLLO GLOBAL MGMT INC

Ownership history in Core Wealth Partners LLC  Β·  2 quarters on record

AI Ownership Summary

Core Wealth Partners LLC reported APOLLO GLOBAL MGMT INC (APO) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows APO at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Core Wealth Partners LLC's position in APOLLO GLOBAL MGMT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

APO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Core Wealth Partners LLC held APO β€” position size vs. price
% of Fund (quarterly)    APO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,669 +312 +23.0% 0.10% $222K 2025-11-04 $129.47
2024 Q4 INITIATED 1,357 β€” β€” 0.13% $224K 2025-02-12 $154.62

FAQ About Core Wealth Partners LLC and APO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Core Wealth Partners LLC reported owning APO?

Core Wealth Partners LLC reported APO across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported APO position in Core Wealth Partners LLC's portfolio?

The largest reported portfolio weight for APO was 0.13% in 2024 Q4.

What is the latest reported APO position on this page?

The most recent filing on this page is 2025 Q3, when Core Wealth Partners LLC reported 1,669 shares, equal to 0.10% of portfolio, with an estimated market value of $222K.

What does the chart on this APO ownership page compare?

The chart compares Core Wealth Partners LLC's quarterly APO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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