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CSM Advisors’s Apogee Enterprises APOG Stock Holding History

CSM Advisors’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
Q2 		$2.72M Buy
59,514
+4,062
+7% +$152K 0.06% 291
2026
Q1 		$1.86M Buy
55,452
+4,924
+10% +$182K 0.05% 311
2025
Q4 		$1.84M Buy
50,528
+2,520
+5% +$95.3K 0.05% 286
2025
Q3 		$2.09M Buy
48,008
+5,835
+14% +$250K 0.06% 293
2025
Q2 		$1.71M Buy
+42,173
New +$1.74M 0.05% 293

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CSM Advisors's APOG Position: Q2 2026 in Review

CSM Advisors increased its Apogee Enterprises (APOG) stake by 7.3% in Q2 2026, buying an estimated $152K and bringing the position to 59,514 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #291.

CSM Advisors first reported a position in APOG in Q2 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • CSM Advisors held 59,514 shares of Apogee Enterprises worth $2.72M as of Q2 2026.
  • CSM Advisors bought 4,062 Apogee Enterprises shares in Q2 2026, an estimated $152K.
  • Apogee Enterprises made up 0.06% of CSM Advisors's portfolio in Q2 2026, its #291 holding.
  • CSM Advisors first reported a position in Apogee Enterprises in Q2 2025 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.