Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Apogee Enterprises APOG Stock Holding History

Carson Wealth (CWM LLC)’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 		$68.5K Buy
2,041
+507
+33% +$18.8K ﹤0.01% 3568
2025
Q4 		$56K Sell
1,534
-1,536
-50% -$58.1K ﹤0.01% 3511
2025
Q3 		$134K Buy
3,070
+619
+25% +$26.6K ﹤0.01% 2750
2025
Q2 		$100K Buy
2,451
+1,214
+98% +$50.1K ﹤0.01% 2720
2025
Q1 		$57K Sell
1,237
-537
-30% -$27.4K ﹤0.01% 2862
2024
Q4 		$127K Buy
1,774
+627
+55% +$49.2K ﹤0.01% 2118
2024
Q3 		$80K Buy
1,147
+190
+20% +$12.2K ﹤0.01% 2341
2024
Q2 		$60K Buy
957
+712
+291% +$44.2K ﹤0.01% 2340
2024
Q1 		$15K Buy
245
+20
+9% +$1.1K ﹤0.01% 3068
2023
Q4 		$12K Sell
225
-32
-12% -$1.49K ﹤0.01% 3066
2023
Q3 		$12K Hold
257
– – ﹤0.01% 3023
2023
Q2 		$12K Buy
257
+164
+176% +$6.84K ﹤0.01% 2960
2023
Q1 		$4K Sell
93
-8
-8% -$359 ﹤0.01% 3354
2022
Q4 		$4K Buy
101
+8
+9% +$361 ﹤0.01% 3260
2022
Q3 		$4K Buy
93
+35
+60% +$1.43K ﹤0.01% 3132
2022
Q2 		$2K Hold
58
– – ﹤0.01% 3297
2022
Q1 		$3K Hold
58
– – ﹤0.01% 2997
2021
Q4 		$3K Buy
+58
New +$2.53K ﹤0.01% 2933
2021
Q2 		$2K Hold
58
– – ﹤0.01% 2611
2021
Q1 		$2K Hold
58
– – ﹤0.01% 2611
2020
Q4 		$2K Hold
58
– – ﹤0.01% 2611
2020
Q3 		$2K Hold
58
– – ﹤0.01% 2611
2020
Q2 		$2K Hold
58
– – ﹤0.01% 2611
2020
Q1 		$2K Hold
58
– – ﹤0.01% 2611
2019
Q4 		$2K Hold
58
– – ﹤0.01% 2611
2019
Q3 		$2K Hold
58
– – ﹤0.01% 2611
2019
Q2 		$2K Hold
58
– – ﹤0.01% 2611
2019
Q1 		$2K Buy
58
+38
+190% +$1.32K ﹤0.01% 2611
2018
Q4 		$1K Hold
20
– – ﹤0.01% 1831
2018
Q3 		$1K Buy
+20
New +$967 ﹤0.01% 1608

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APOG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Apogee Enterprises (APOG) stake by 33% in Q1 2026, buying an estimated $18.8K and bringing the position to 2,041 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Carson Wealth (CWM LLC) first reported a position in APOG in Q3 2018 and has held it in 30 quarters since. The position peaked at $134K in Q3 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,041 shares of Apogee Enterprises worth $68.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 507 Apogee Enterprises shares in Q1 2026, an estimated $18.8K.
  • Apogee Enterprises made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3568 holding.
  • Carson Wealth (CWM LLC) first reported a position in Apogee Enterprises in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Apogee Enterprises position peaked at $134K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.