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Apogee Enterprises shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Apogee Enterprises (APOG) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Apogee Enterprises

Tip: Access up to 7 years of quarterly data

All positions including Apogee Enterprises held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apogee Enterprises by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $210k 5.2k 40.60
2025-03-31 $233k 5.0k 46.33
2024-12-31 $344k 4.8k 71.41
2024-09-30 $700k 10k 70.01

More positions owned by Congress Wealth Management LLC / DE /

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Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Apogee Enterprises

BlackRock
Vanguard Group
Victory Capital Management
Dimensional Fund Advisors
Segall Bryant & Hamill
American Century Companies
State Street Corporation
ACK Asset Management
Geode Capital Management
DePrince Race & Zollo
LSV Asset Management
Millennium Management
Charles Schwab Investment Management
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Apogee Enterprises