Creative Planning’s Apogee Enterprises APOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $641K | Sell |
19,111
-5,576
| -23% | -$207K | ﹤0.01% | 2832 |
|
|
2025
Q4 | $899K | Buy |
24,687
+5,396
| +28% | +$204K | ﹤0.01% | 2365 |
|
|
2025
Q3 | $841K | Buy |
19,291
+3,501
| +22% | +$150K | ﹤0.01% | 2284 |
|
|
2025
Q2 | $641K | Buy |
15,790
+1,032
| +7% | +$42.6K | ﹤0.01% | 2248 |
|
|
2025
Q1 | $684K | Buy |
14,758
+5,353
| +57% | +$273K | ﹤0.01% | 2020 |
|
|
2024
Q4 | $672K | Buy |
9,405
+2,031
| +28% | +$159K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $516K | Sell |
7,374
-128
| -2% | -$8.24K | ﹤0.01% | 2079 |
|
|
2024
Q2 | $471K | Buy |
7,502
+585
| +8% | +$36.3K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $410K | Buy |
6,917
+161
| +2% | +$8.9K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $361K | Buy |
6,756
+57
| +0.9% | +$2.65K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $315K | Sell |
6,699
-761
| -10% | -$37K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $354K | Buy |
7,460
+1,400
| +23% | +$58.4K | ﹤0.01% | 1781 |
|
|
2023
Q1 | $262K | Buy |
6,060
+15
| +0.2% | +$674 | ﹤0.01% | 1910 |
|
|
2022
Q4 | $269K | Buy |
6,045
+72
| +1% | +$3.25K | ﹤0.01% | 1792 |
|
|
2022
Q3 | $228K | Sell |
5,973
-2,793
| -32% | -$114K | ﹤0.01% | 1824 |
|
|
2022
Q2 | $344K | Buy |
8,766
+50
| +0.6% | +$2.14K | ﹤0.01% | 1522 |
|
|
2022
Q1 | $414K | Sell |
8,716
-822
| -9% | -$38.3K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $459K | Buy |
+9,538
| New | +$417K | ﹤0.01% | 1361 |
|
|
2021
Q3 | – | Sell |
-5,390
| Closed | -$220K | – | 2119 |
|
|
2021
Q2 | $220K | Buy |
5,390
+27
| +0.5% | +$1.02K | ﹤0.01% | 1752 |
|
|
2021
Q1 | $219K | Buy |
+5,363
| New | +$203K | ﹤0.01% | 2029 |
|
|
2018
Q1 | – | Sell |
-4,380
| Closed | -$200K | – | 2043 |
|
|
2017
Q4 | $200K | Buy |
4,380
+141
| +3% | +$6.73K | ﹤0.01% | 1609 |
|
|
2017
Q3 | $205K | Buy |
4,239
+11
| +0.3% | +$541 | ﹤0.01% | 1589 |
|
|
2017
Q2 | $240K | Buy |
4,228
+11
| +0.3% | +$604 | ﹤0.01% | 1411 |
|
|
2017
Q1 | $251K | Sell |
4,217
-1,076
| -20% | -$61.7K | ﹤0.01% | 1360 |
|
|
2016
Q4 | $283K | Buy |
5,293
+29
| +0.6% | +$1.34K | ﹤0.01% | 1220 |
|
|
2016
Q3 | $235K | Buy |
5,264
+1,079
| +26% | +$50.3K | ﹤0.01% | 1314 |
|
|
2016
Q2 | $194K | Sell |
4,185
-38
| -0.9% | -$1.65K | ﹤0.01% | 1265 |
|
|
2016
Q1 | $185K | Buy |
4,223
+64
| +2% | +$2.54K | ﹤0.01% | 1250 |
|
|
2015
Q4 | $181K | Buy |
4,159
+9
| +0.2% | +$435 | ﹤0.01% | 1262 |
|
|
2015
Q3 | $185K | Buy |
+4,150
| New | +$217K | ﹤0.01% | 1231 |
|
|
2015
Q2 | – | Sell |
-4,133
| Closed | -$179K | – | 1199 |
|
|
2015
Q1 | $179K | Sell |
4,133
-108
| -3% | -$4.73K | ﹤0.01% | 1248 |
|
|
2014
Q4 | $180K | Sell |
4,241
-438
| -9% | -$18.7K | ﹤0.01% | 1207 |
|
|
2014
Q3 | $186K | Buy |
4,679
+31
| +0.7% | +$1.1K | ﹤0.01% | 1097 |
|
|
2014
Q2 | $162K | Sell |
4,648
-133
| -3% | -$4.14K | ﹤0.01% | 1148 |
|
|
2014
Q1 | $159K | Buy |
+4,781
| New | +$163K | ﹤0.01% | 1117 |
|
Other funds holding APOG
VPM
VCM
SBH
Creative Planning's APOG Position: Q1 2026 in Review
Creative Planning reduced its Apogee Enterprises (APOG) stake by 23% in Q1 2026, selling an estimated $207K and leaving 19,111 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.
Creative Planning first reported a position in APOG in Q1 2014 and has held it in 35 quarters since. The position peaked at $899K in Q4 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.
- Creative Planning held 19,111 shares of Apogee Enterprises worth $641K as of Q1 2026.
- Creative Planning sold 5,576 Apogee Enterprises shares in Q1 2026, an estimated $207K.
- Apogee Enterprises made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2832 holding.
- Creative Planning first reported a position in Apogee Enterprises in Q1 2014 and has held it in 35 quarters since.
- Creative Planning's Apogee Enterprises position peaked at $899K in Q4 2025.
- 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.