Janney Montgomery Scott
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Janney Montgomery Scott’s Apogee Enterprises APOG Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-29,914
Closed -$1.39M – 2706
2025
Q1 		$1.39M Buy
29,914
+4,680
+19% +$239K ﹤0.01% 1344
2024
Q4 		$1.8M Sell
25,234
-468
-2% -$36.7K 0.01% 1205
2024
Q3 		$1.8M Buy
+25,702
New +$1.65M 0.01% 1194
2020
Q3 		– Sell
-14,164
Closed -$326K – 2063
2020
Q2 		$326K Buy
+14,164
New +$289K ﹤0.01% 1586
2018
Q3 		– Sell
-16,583
Closed -$799K – 2056
2018
Q2 		$799K Buy
+16,583
New +$713K 0.01% 1107
2017
Q3 		– Sell
-6,480
Closed -$368K – 1825
2017
Q2 		$368K Buy
+6,480
New +$356K ﹤0.01% 1336

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janney Montgomery Scott's APOG Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Apogee Enterprises (APOG) in Q2 2025, closing a stake of 29,914 shares — an estimated $1.39M sold.

Janney Montgomery Scott first reported a position in APOG in Q2 2017 and held it in 6 quarters. The position peaked at $1.8M in Q4 2024. 219 funds tracked by Wall St. Rank hold APOG as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Apogee Enterprises position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 29,914 Apogee Enterprises shares in Q2 2025, an estimated $1.39M.
  • Janney Montgomery Scott first reported a position in Apogee Enterprises in Q2 2017 and held it in 6 quarters.
  • Janney Montgomery Scott's Apogee Enterprises position peaked at $1.8M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.