Bank of America
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Bank of America’s Apogee Therapeutics APGE Stock Holding History

Bank of America’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,700
Closed -$67.5K – 7352
2025
Q3 		$67.5K Hold
1,700
– – ﹤0.01% 6751
2025
Q2 		$73.8K Hold
1,700
– – ﹤0.01% 6657
2025
Q1 		$63.5K Buy
+1,700
New +$65.7K ﹤0.01% 6674

Other funds holding APGE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Bank of America's APGE Position: Q1 2026 in Review

Bank of America increased its Apogee Therapeutics (APGE) stake by 14% in Q1 2026, buying an estimated $7.78M and bringing the position to 900,871 shares worth $75.8M. The position accounts for 0.01% of the portfolio, ranked #1319.

Bank of America first reported a position in APGE in Q3 2023 and has held it in 11 quarters since. 224 funds tracked by Wall St. Rank hold APGE as of Q1 2026.

  • Bank of America held 900,871 shares of Apogee Therapeutics worth $75.8M as of Q1 2026.
  • Bank of America bought 107,176 Apogee Therapeutics shares in Q1 2026, an estimated $7.78M.
  • Apogee Therapeutics made up 0.01% of Bank of America's portfolio in Q1 2026, its #1319 holding.
  • Bank of America first reported a position in Apogee Therapeutics in Q3 2023 and has held it in 11 quarters since.
  • 224 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.