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Gilpin Wealth Management’s Apogee Enterprises APOG Stock Holding History

Gilpin Wealth Management’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 		$275 Sell
6
-2
-25% -$75 ﹤0.01% 846
2026
Q1 		$269 Buy
+8
New +$296 ﹤0.01% 789

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

Gilpin Wealth Management's APOG Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Apogee Enterprises (APOG) stake by 25% in Q2 2026, selling an estimated $75 and leaving 6 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Gilpin Wealth Management first reported a position in APOG in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Apogee Enterprises worth $275 as of Q2 2026.
  • Gilpin Wealth Management sold 2 Apogee Enterprises shares in Q2 2026, an estimated $75.
  • Apogee Enterprises made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Gilpin Wealth Management first reported a position in Apogee Enterprises in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.