PWA
APOG icon

Physician Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

Physician Wealth 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 		– Sell
-13
Closed -$474 – 2071
2025
Q4 		$474 Sell
13
-2
-13% -$76 ﹤0.01% 1911
2025
Q3 		$654 Buy
+15
New +$644 ﹤0.01% 1749
2025
Q2 		– Sell
-27
Closed -$1.25K – 1818
2025
Q1 		$1.25K Buy
+27
New +$1.38K ﹤0.01% 967

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

Physician Wealth Advisors's APOG Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Apogee Enterprises (APOG) in Q1 2026, closing a stake of 13 shares — an estimated $474 sold.

Physician Wealth Advisors first reported a position in APOG in Q1 2025 and held it in 3 quarters. The position peaked at $1.25K in Q1 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Apogee Enterprises position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 13 Apogee Enterprises shares in Q1 2026, an estimated $474.
  • Physician Wealth Advisors first reported a position in Apogee Enterprises in Q1 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Apogee Enterprises position peaked at $1.25K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.