APO APOLLO GLOBAL MGMT INC

Ownership history in O'ROURKE & COMPANY, Inc  ·  16 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported APOLLO GLOBAL MGMT INC (APO) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.05% in 2024 Q4. The latest visible filing shows APO at 1.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'ROURKE & COMPANY, Inc'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 Q4

APO was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% 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
2023 Q4 to 2025 Q4

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 O'ROURKE & COMPANY, Inc held APO — position size vs. price
% of Fund (quarterly)    APO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,527 -490 -2.0% 1.32% $3.4M 2026-02-14 (Est.) $124.56
2025 Q3 REDUCED 24,017 -684 -2.8% 1.34% $3.2M 2025-10-22 $125.52
2025 Q2 REDUCED 24,701 -343 -1.4% 1.64% $3.5M 2025-07-18 $150.24
2025 Q1 REDUCED 25,044 -309 -1.2% 1.70% $3.4M 2025-05-08 $131.18
2024 Q4 REDUCED 25,353 -2,388 -8.6% 2.05% $4.2M 2025-02-13 $155.09
2024 Q3 ADDED 27,741 +629 +2.3% 1.73% $3.5M 2024-10-28 $141.85
2024 Q2 ADDED 27,112 +244 +0.9% 1.80% $3.2M 2024-07-18 $117.35
2024 Q1 ADDED 26,868 +742 +2.8% 1.75% $3.0M 2024-04-18 $104.22
2023 Q4 REDUCED 26,126 -172 -0.7% 1.57% $2.4M 2024-01-24 $94.91
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'ROURKE & COMPANY, Inc and APO

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

How long has O'ROURKE & COMPANY, Inc reported owning APO?

O'ROURKE & COMPANY, Inc reported APO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APO position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for APO was 2.05% in 2024 Q4.

What is the latest reported APO position on this page?

The most recent filing on this page is 2025 Q4, when O'ROURKE & COMPANY, Inc reported 23,527 shares, equal to 1.32% of portfolio, with an estimated market value of $3.4M.

What does the chart on this APO ownership page compare?

The chart compares O'ROURKE & COMPANY, Inc'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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