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Financial Gravity Asset Management’s Apogee Enterprises APOG Stock Holding History

Financial Gravity Asset Management’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
Q1 		$31.7K Hold
945
– – 0.01% 381
2025
Q4 		$34.4K Hold
945
– – 0.01% 291
2025
Q3 		$41.2K Buy
+945
New +$40.6K 0.01% 323
2025
Q1 		$43.8K Buy
+945
New +$48.3K 0.01% 330
2024
Q2 		$75.1K Buy
+1,195
New +$74.2K 0.02% 207

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Gravity Asset Management's APOG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Apogee Enterprises (APOG) position steady in Q1 2026 at 945 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #381.

Financial Gravity Asset Management first reported a position in APOG in Q2 2024 and has held it in 5 quarters since. The position peaked at $75.1K in Q2 2024. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Financial Gravity Asset Management held 945 shares of Apogee Enterprises worth $31.7K as of Q1 2026.
  • Financial Gravity Asset Management left its Apogee Enterprises share count unchanged in Q1 2026.
  • Apogee Enterprises made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #381 holding.
  • Financial Gravity Asset Management first reported a position in Apogee Enterprises in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Apogee Enterprises position peaked at $75.1K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.