Ameritas Investment Partners’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.3K | Hold |
1,769
| – | – | ﹤0.01% | 1999 |
|
|
2025
Q4 | $64.4K | Hold |
1,769
| – | – | ﹤0.01% | 1957 |
|
|
2025
Q3 | $77.1K | Sell |
1,769
-428
| -19% | -$18.4K | ﹤0.01% | 1849 |
|
|
2025
Q2 | $89.2K | Hold |
2,197
| – | – | ﹤0.01% | 1835 |
|
|
2025
Q1 | $102K | Hold |
2,197
| – | – | ﹤0.01% | 1690 |
|
|
2024
Q4 | $157K | Hold |
2,197
| – | – | 0.01% | 1478 |
|
|
2024
Q3 | $154K | Hold |
2,197
| – | – | 0.01% | 1508 |
|
|
2024
Q2 | $138K | Hold |
2,197
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q1 | $130K | Hold |
2,197
| – | – | ﹤0.01% | 1575 |
|
|
2023
Q4 | $117K | Hold |
2,197
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q3 | $103K | Buy |
2,197
+530
| +32% | +$25.8K | ﹤0.01% | 1632 |
|
|
2023
Q2 | $79.1K | Hold |
1,667
| – | – | ﹤0.01% | 1751 |
|
|
2023
Q1 | $72.1K | Hold |
1,667
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q4 | $73.6K | Hold |
1,667
| – | – | ﹤0.01% | 1799 |
|
|
2022
Q3 | $63K | Hold |
1,667
| – | – | ﹤0.01% | 1814 |
|
|
2022
Q2 | $65K | Sell |
1,667
-273
| -14% | -$11.7K | ﹤0.01% | 1814 |
|
|
2022
Q1 | $92K | Hold |
1,940
| – | – | ﹤0.01% | 1705 |
|
|
2021
Q4 | $93K | Hold |
1,940
| – | – | ﹤0.01% | 1725 |
|
|
2021
Q3 | $73K | Sell |
1,940
-264
| -12% | -$10.6K | ﹤0.01% | 1890 |
|
|
2021
Q2 | $90K | Hold |
2,204
| – | – | ﹤0.01% | 1779 |
|
|
2021
Q1 | $90K | Hold |
2,204
| – | – | ﹤0.01% | 1733 |
|
|
2020
Q4 | $70K | Hold |
2,204
| – | – | ﹤0.01% | 1775 |
|
|
2020
Q3 | $47K | Hold |
2,204
| – | – | ﹤0.01% | 1868 |
|
|
2020
Q2 | $51K | Hold |
2,204
| – | – | ﹤0.01% | 1805 |
|
|
2020
Q1 | $46K | Hold |
2,204
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q4 | $72K | Hold |
2,204
| – | – | ﹤0.01% | 1696 |
|
|
2019
Q3 | $86K | Hold |
2,204
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q2 | $96K | Hold |
2,204
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q1 | $83K | Sell |
2,204
-248
| -10% | -$8.61K | ﹤0.01% | 1586 |
|
|
2018
Q4 | $73K | Hold |
2,452
| – | – | ﹤0.01% | 1588 |
|
|
2018
Q3 | $101K | Hold |
2,452
| – | – | ﹤0.01% | 1556 |
|
|
2018
Q2 | $118K | Hold |
2,452
| – | – | 0.01% | 1429 |
|
|
2018
Q1 | $106K | Hold |
2,452
| – | – | 0.01% | 1450 |
|
|
2017
Q4 | $112K | Hold |
2,452
| – | – | 0.01% | 1443 |
|
|
2017
Q3 | $107K | Hold |
2,452
| – | – | 0.01% | 1415 |
|
|
2017
Q2 | $139K | Hold |
2,452
| – | – | 0.01% | 1258 |
|
|
2017
Q1 | $146K | Buy |
+2,452
| New | +$141K | 0.01% | 1218 |
|
Other funds holding APOG
VPM
VCM
SBH
Ameritas Investment Partners's APOG Position: Q1 2026 in Review
Ameritas Investment Partners held its Apogee Enterprises (APOG) position steady in Q1 2026 at 1,769 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.
Ameritas Investment Partners first reported a position in APOG in Q1 2017 and has held it in 37 quarters since. The position peaked at $157K in Q4 2024. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.
- Ameritas Investment Partners held 1,769 shares of Apogee Enterprises worth $59.3K as of Q1 2026.
- Ameritas Investment Partners left its Apogee Enterprises share count unchanged in Q1 2026.
- Apogee Enterprises made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1999 holding.
- Ameritas Investment Partners first reported a position in Apogee Enterprises in Q1 2017 and has held it in 37 quarters since.
- Ameritas Investment Partners's Apogee Enterprises position peaked at $157K in Q4 2024.
- 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.