APO β€” APOLLO GLOBAL MGMT INC

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  Β·  9 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported APOLLO GLOBAL MGMT INC (APO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.58% in 2025 Q1. The latest visible filing shows APO at 1.65% 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE'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 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% in 2025 Q1

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.

APO stock page SMITHBRIDGE ASSET MANAGEMENT INC/DE fund profile SMITHBRIDGE ASSET MANAGEMENT INC/DE full holdings
How SMITHBRIDGE ASSET MANAGEMENT INC/DE held APO β€” position size vs. price
% of Fund (quarterly)    APO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 133,565 +36,093 +37.0% 1.65% $19.3M 2026-02-14 (Est.) $124.56
2025 Q3 REDUCED 97,472 -1,188 -1.2% 1.89% $13.0M 2025-10-29 $123.89
2025 Q2 REDUCED 98,660 -2,817 -2.8% 2.45% $14.0M 2025-07-29 $146.11
2025 Q1 REDUCED 101,477 -4,427 -4.2% 2.58% $13.9M 2025-04-16 $123.32
2024 Q3 ADDED 105,904 +34,083 +47.5% 2.28% $13.2M 2024-10-24 $143.27
2024 Q2 REDUCED 71,821 -4,815 -6.3% 1.76% $8.5M 2024-07-19 $117.53
2024 Q1 ADDED 76,636 +28,502 +59.2% 1.78% $8.6M 2024-05-03 $106.32
2023 Q4 REDUCED 48,134 -190 -0.4% 1.02% $4.5M 2024-01-18 $93.46
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding APO

As of 2025 Q4 β€” sorted by position size

Curated Wealth Partners LLC 3Y 34.81% MSA Advisors, LLC 31.16% GUARDIAN POINT CAPITAL, LP 3Y 7Y 15.68% Knott David M Jr 3Y 15.08% PB INVESTMENT PARTNERS, L.P. 3Y 15.05% OCO Capital Partners, L.P. 3Y 12.54% NFC Investments, LLC 3Y 7Y 12.02% Heard Capital LLC 3Y 10.28% COBALT CAPITAL MANAGEMENT, INC. 3Y 7Y 10.25% Newbrook Capital Advisors LP 3Y 7Y 10.08%

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and APO

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

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning APO?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported APO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APO position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for APO was 2.58% in 2025 Q1.

What is the latest reported APO position on this page?

The most recent filing on this page is 2025 Q4, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 133,565 shares, equal to 1.65% of portfolio, with an estimated market value of $19.3M.

What does the chart on this APO ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE'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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