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Apogee Enterprises shares owned by CWM Advisors

Quarter-by-quarter ownership of Apogee Enterprises (APOG) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Apogee Enterprises

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All positions including Apogee Enterprises held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apogee Enterprises by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $458k 11k 43.57
2024-12-31 $824k 12k 71.41
2017-12-31 $55k 1.2k 45.68

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

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