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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CSM Advisors's APOG Position: Q1 2026 in Review

CSM Advisors increased its Apogee Enterprises (APOG) stake by 9.7% in Q1 2026, buying an estimated $182K and bringing the position to 55,452 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #311.

CSM Advisors first reported a position in APOG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q3 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • CSM Advisors held 55,452 shares of Apogee Enterprises worth $1.86M as of Q1 2026.
  • CSM Advisors bought 4,924 Apogee Enterprises shares in Q1 2026, an estimated $182K.
  • Apogee Enterprises made up 0.05% of CSM Advisors's portfolio in Q1 2026, its #311 holding.
  • CSM Advisors first reported a position in Apogee Enterprises in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Apogee Enterprises position peaked at $2.09M in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.