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Sunbelt Securities’s Apogee Enterprises APOG Stock Holding History

Sunbelt Securities’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
-5
Closed -$182 – 2963
2025
Q4 		$182 Buy
+5
New +$189 ﹤0.01% 2449
2023
Q3 		– Sell
-340
Closed -$16.1K – 1766
2023
Q2 		$16.1K Hold
340
– – ﹤0.01% 1071
2023
Q1 		$14.4K Buy
+340
New +$15.3K ﹤0.01% 1035

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

Sunbelt Securities's APOG Position: Q1 2026 in Review

Sunbelt Securities sold out of Apogee Enterprises (APOG) in Q1 2026, closing a stake of 5 shares — an estimated $182 sold.

Sunbelt Securities first reported a position in APOG in Q1 2023 and held it in 3 quarters. The position peaked at $16.1K in Q2 2023. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Sunbelt Securities reported no remaining Apogee Enterprises position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 5 Apogee Enterprises shares in Q1 2026, an estimated $182.
  • Sunbelt Securities first reported a position in Apogee Enterprises in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's Apogee Enterprises position peaked at $16.1K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.