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CX Institutional’s Apogee Enterprises APOG Stock Holding History

CX Institutional’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 		$2K Hold
48
– – ﹤0.01% 1445
2026
Q1 		$2K Sell
48
-53
-52% -$1.96K ﹤0.01% 1433
2025
Q4 		$4K Sell
101
-445
-82% -$16.8K ﹤0.01% 1285
2025
Q3 		$24K Sell
546
-118,476
-100% -$5.08M ﹤0.01% 1062
2025
Q2 		$4.83M Buy
119,022
+65,096
+121% +$2.69M 0.17% 138
2025
Q1 		$2.5M Buy
+53,926
New +$2.75M 0.09% 175

Other funds holding APOG

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CX Institutional's APOG Position: Q2 2026 in Review

CX Institutional held its Apogee Enterprises (APOG) position steady in Q2 2026 at 48 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

CX Institutional first reported a position in APOG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.83M in Q2 2025. 27 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • CX Institutional held 48 shares of Apogee Enterprises worth $2K as of Q2 2026.
  • CX Institutional left its Apogee Enterprises share count unchanged in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1445 holding.
  • CX Institutional first reported a position in Apogee Enterprises in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's Apogee Enterprises position peaked at $4.83M in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.