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APOG icon

Covestor’s Apogee Enterprises APOG Stock Holding History

Covestor’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
Q2 		$10K Buy
239
+31
+15% +$1.16K 0.01% 1566
2026
Q1 		$7K Buy
208
+32
+18% +$1.19K ﹤0.01% 1636
2025
Q4 		$6K Sell
176
-2
-1% -$76 ﹤0.01% 1802
2025
Q3 		$8K Sell
178
-41
-19% -$1.76K ﹤0.01% 1703
2025
Q2 		$9K Buy
219
+13
+6% +$537 0.01% 1624
2025
Q1 		$9K Sell
206
-823
-80% -$42K 0.01% 1535
2024
Q4 		$74K Sell
1,029
-122
-11% -$9.58K 0.05% 679
2024
Q3 		$81K Sell
1,151
-16
-1% -$1.03K 0.05% 642
2024
Q2 		$73K Sell
1,167
-146
-11% -$9.07K 0.05% 678
2024
Q1 		$78K Sell
1,313
-26
-2% -$1.44K 0.05% 679
2023
Q4 		$71K Sell
1,339
-84
-6% -$3.91K 0.05% 691
2023
Q3 		$67K Sell
1,423
-76
-5% -$3.69K 0.05% 630
2023
Q2 		$71K Buy
1,499
+596
+66% +$24.9K 0.05% 627
2023
Q1 		$39K Buy
903
+54
+6% +$2.43K 0.03% 802
2022
Q4 		$38K Buy
849
+771
+988% +$34.8K 0.03% 829
2022
Q3 		$3K Buy
78
+71
+1,014% +$2.89K ﹤0.01% 1598
2022
Q2 		$0 Sell
7
-2
-22% -$86 ﹤0.01% 1872
2022
Q1 		$0 Sell
9
-16
-64% -$745 ﹤0.01% 2073
2021
Q4 		$1K Buy
+25
New +$1.09K ﹤0.01% 1627

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Covestor's APOG Position: Q2 2026 in Review

Covestor increased its Apogee Enterprises (APOG) stake by 15% in Q2 2026, buying an estimated $1.16K and bringing the position to 239 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1566.

Covestor first reported a position in APOG in Q4 2021 and has held it in 19 quarters since. The position peaked at $81K in Q3 2024. 167 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Covestor held 239 shares of Apogee Enterprises worth $10K as of Q2 2026.
  • Covestor bought 31 Apogee Enterprises shares in Q2 2026, an estimated $1.16K.
  • Apogee Enterprises made up 0.01% of Covestor's portfolio in Q2 2026, its #1566 holding.
  • Covestor first reported a position in Apogee Enterprises in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Apogee Enterprises position peaked at $81K in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.