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BBPWM
Blue Bell Private Wealth Management’s
Apogee Enterprises
APOG
Stock Holding History
Blue Bell Private Wealth Management’s Portfolio
APOG Stock Details
APOG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.35K
Hold
100
–
–
﹤0.01%
633
2025
Q4
$3.64K
Hold
100
–
–
﹤0.01%
620
2025
Q3
$4.36K
Hold
100
–
–
﹤0.01%
604
2025
Q2
$4.06K
Hold
100
–
–
﹤0.01%
594
2025
Q1
$4.63K
Hold
100
–
–
﹤0.01%
579
2024
Q4
$7.14K
Hold
100
–
–
﹤0.01%
527
2024
Q3
$7K
Hold
100
–
–
﹤0.01%
548
2024
Q2
$6.28K
Hold
100
–
–
﹤0.01%
554
2024
Q1
$5.92K
Hold
100
–
–
﹤0.01%
560
2023
Q4
$5.34K
Hold
100
–
–
﹤0.01%
560
2023
Q3
$4.71K
Hold
100
–
–
﹤0.01%
504
2023
Q2
$4.75K
Hold
100
–
–
﹤0.01%
507
2023
Q1
$4.33K
Hold
100
–
–
﹤0.01%
484
2022
Q4
$4.45K
Hold
100
–
–
﹤0.01%
479
2022
Q3
$4K
Hold
100
–
–
﹤0.01%
489
2022
Q2
$4K
Hold
100
–
–
﹤0.01%
535
2022
Q1
$5K
Hold
100
–
–
﹤0.01%
539
2021
Q4
$5K
Buy
+100
New
+$4.37K
﹤0.01%
523
Other funds holding APOG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SBH
Segall Bryant & Hamill
Chicago, Illinois
$6.98B AUM
34.78%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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