CIBC Private Wealth Group
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CIBC Private Wealth Group’s Apogee Enterprises APOG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$182 Buy
+5
New +$189 ﹤0.01% 3236
2025
Q1 		– Sell
-93
Closed -$4.88K – 3089
2024
Q4 		$4.88K Hold
93
– – ﹤0.01% 2479
2024
Q3 		$6.51K Hold
93
– – ﹤0.01% 2526
2024
Q2 		$5.63K Hold
93
– – ﹤0.01% 2479
2024
Q1 		$5.46K Buy
+93
New +$5.14K ﹤0.01% 2477
2018
Q1 		– Sell
-136
Closed -$6K – 1931
2017
Q4 		$6K Buy
+136
New +$6.49K ﹤0.01% 1644

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIBC Private Wealth Group's APOG Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Apogee Enterprises (APOG) in Q4 2025: 5 shares worth $182. The stake represents ﹤0.01% of the portfolio and ranks #3236 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in APOG as recently as Q4 2024.

CIBC Private Wealth Group first reported a position in APOG in Q4 2017 and has held it in 6 quarters since. The position peaked at $6.51K in Q3 2024. 212 funds tracked by Wall St. Rank hold APOG as of Q4 2025.

  • CIBC Private Wealth Group held 5 shares of Apogee Enterprises worth $182 as of Q4 2025.
  • Apogee Enterprises was a new CIBC Private Wealth Group position in Q4 2025.
  • Apogee Enterprises made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3236 holding.
  • CIBC Private Wealth Group first reported a position in Apogee Enterprises in Q4 2017 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's Apogee Enterprises position peaked at $6.51K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.