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Bullock Wealth Management’s American Public Education APEI Stock Holding History

Bullock Wealth Management’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19K Sell
340
-268
-44% -$14.7K 0.01% 364
2026
Q1 		$35K Hold
608
– – 0.02% 302
2025
Q4 		$23K Hold
608
– – 0.01% 328
2025
Q3 		$23.6K Sell
608
-286
-32% -$9.08K 0.01% 327
2025
Q2 		$26.4K Buy
+894
New +$23.6K 0.01% 294

Other funds holding APEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bullock Wealth Management's APEI Position: Q2 2026 in Review

Bullock Wealth Management reduced its American Public Education (APEI) stake by 44% in Q2 2026, selling an estimated $14.7K and leaving 340 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #364.

Bullock Wealth Management first reported a position in APEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $35K in Q1 2026. 208 funds tracked by Wall St. Rank hold APEI as of Q2 2026.

  • Bullock Wealth Management held 340 shares of American Public Education worth $19K as of Q2 2026.
  • Bullock Wealth Management sold 268 American Public Education shares in Q2 2026, an estimated $14.7K.
  • American Public Education made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Bullock Wealth Management first reported a position in American Public Education in Q2 2025 and has held it in 5 quarters since.
  • Bullock Wealth Management's American Public Education position peaked at $35K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held American Public Education as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.