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O'Rourke & Company’s Apollo Global Management APO Stock Holding History

O'Rourke & Company’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 		$2.63M Sell
22,188
-120
-0.5% -$15.1K 0.92% 30
2026
Q1 		$2.49M Sell
22,308
-1,219
-5% -$151K 0.98% 27
2025
Q4 		$3.41M Sell
23,527
-490
-2% -$65.1K 1.32% 18
2025
Q3 		$3.2M Sell
24,017
-684
-3% -$96.8K 1.34% 18
2025
Q2 		$3.5M Sell
24,701
-343
-1% -$45.5K 1.64% 14
2025
Q1 		$3.43M Sell
25,044
-309
-1% -$47.5K 1.7% 14
2024
Q4 		$4.19M Sell
25,353
-2,388
-9% -$378K 2.05% 12
2024
Q3 		$3.47M Buy
27,741
+629
+2% +$72.6K 1.73% 13
2024
Q2 		$3.2M Buy
27,112
+244
+0.9% +$27.7K 1.8% 16
2024
Q1 		$3.02M Buy
26,868
+742
+3% +$78.3K 1.75% 14
2023
Q4 		$2.44M Sell
26,126
-172
-0.7% -$15.2K 1.57% 17
2023
Q3 		$2.36M Sell
26,298
-174
-0.7% -$14.6K 1.72% 15
2023
Q2 		$2.03M Buy
26,472
+251
+1% +$16.8K 1.43% 19
2023
Q1 		$1.66M Sell
26,221
-480
-2% -$32.1K 1.26% 19
2022
Q4 		$1.7M Sell
26,701
-359
-1% -$21.3K 1.35% 17
2022
Q3 		$1.26M Sell
27,060
-166
-0.6% -$9.12K 1.1% 24
2022
Q2 		$1.32M Sell
27,226
-214
-0.8% -$11.6K 1.12% 24
2022
Q1 		$1.7M Buy
+27,440
New +$1.8M 1.17% 21

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
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

O'Rourke & Company's APO Position: Q2 2026 in Review

O'Rourke & Company reduced its Apollo Global Management (APO) stake by 0.54% in Q2 2026, selling an estimated $15.1K and leaving 22,188 shares worth $2.63M. The position accounts for 0.92% of the portfolio, ranked #30.

O'Rourke & Company first reported a position in APO in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.19M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • O'Rourke & Company held 22,188 shares of Apollo Global Management worth $2.63M as of Q2 2026.
  • O'Rourke & Company sold 120 Apollo Global Management shares in Q2 2026, an estimated $15.1K.
  • Apollo Global Management made up 0.92% of O'Rourke & Company's portfolio in Q2 2026, its #30 holding.
  • O'Rourke & Company first reported a position in Apollo Global Management in Q1 2022 and has held it in 18 quarters since.
  • O'Rourke & Company's Apollo Global Management position peaked at $4.19M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.