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Lindbrook Capital’s Apogee Enterprises APOG Stock Holding History

Lindbrook Capital’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
Q1 		$2.96K Buy
64
+46
+256% +$2.35K ﹤0.01% 2154
2024
Q4 		$1.28K Buy
+18
New +$1.41K ﹤0.01% 2433
2023
Q2 		– Sell
-19
Closed -$822 – 2713
2023
Q1 		$822 Hold
19
– – ﹤0.01% 2501
2022
Q4 		$845 Buy
+19
New +$857 ﹤0.01% 2500

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $194B AUM 35% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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 $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's APOG Position: Q1 2025 in Review

Lindbrook Capital increased its Apogee Enterprises (APOG) stake by 256% in Q1 2025, buying an estimated $2.35K and bringing the position to 64 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Lindbrook Capital first reported a position in APOG in Q4 2022 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

  • Lindbrook Capital held 64 shares of Apogee Enterprises worth $2.96K as of Q1 2025.
  • Lindbrook Capital bought 46 Apogee Enterprises shares in Q1 2025, an estimated $2.35K.
  • Apogee Enterprises made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2154 holding.
  • Lindbrook Capital first reported a position in Apogee Enterprises in Q4 2022 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.