Financial Perspectives’s Apogee Enterprises APOG Stock Holding History

Financial Perspectives’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	$4.57K	Hold	100	–	–	﹤0.01%	616
2026 Q1	$3.35K	Hold	100	–	–	﹤0.01%	615
2025 Q4	$3.64K	Hold	100	–	–	﹤0.01%	611
2025 Q3	$4.36K	Hold	100	–	–	﹤0.01%	592
2025 Q2	$4.06K	Hold	100	–	–	﹤0.01%	590
2025 Q1	$4.63K	Hold	100	–	–	﹤0.01%	572
2024 Q4	$7.14K	Hold	100	–	–	﹤0.01%	542
2024 Q3	$7K	Hold	100	–	–	﹤0.01%	500
2024 Q2	$6.28K	Hold	100	–	–	﹤0.01%	498
2024 Q1	$5.92K	Hold	100	–	–	﹤0.01%	498
2023 Q4	$5.34K	Hold	100	–	–	﹤0.01%	520
2023 Q3	$4.71K	Hold	100	–	–	﹤0.01%	517
2023 Q2	$4.75K	Hold	100	–	–	﹤0.01%	520
2023 Q1	$4.33K	Hold	100	–	–	﹤0.01%	521
2022 Q4	$4.45K	Hold	100	–	–	﹤0.01%	523
2022 Q3	$3.82K	Hold	100	–	–	﹤0.01%	529
2022 Q2	$3.92K	Hold	100	–	–	﹤0.01%	544
2022 Q1	$4.75K	Hold	100	–	–	﹤0.01%	546
2021 Q4	$4.82K	Hold	100	–	–	﹤0.01%	518
2021 Q3	$3.78K	Hold	100	–	–	﹤0.01%	548
2021 Q2	$4.07K	Hold	100	–	–	﹤0.01%	561
2021 Q1	$4.09K	Hold	100	–	–	﹤0.01%	536
2020 Q4	$3.17K	Hold	100	–	–	﹤0.01%	516
2020 Q3	$2.14K	Hold	100	–	–	﹤0.01%	494
2020 Q2	$2.3K	Sell	100 -188	-65%	-$3.84K	﹤0.01%	475
2020 Q1	$6K	Hold	288	–	–	﹤0.01%	371
2019 Q4	$9.36K	Buy	+288	New	+$10.7K	0.01%	338

Other funds holding APOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Perspectives's APOG Position: Q2 2026 in Review

Financial Perspectives held its Apogee Enterprises (APOG) position steady in Q2 2026 at 100 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Financial Perspectives first reported a position in APOG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.36K in Q4 2019. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Financial Perspectives held 100 shares of Apogee Enterprises worth $4.57K as of Q2 2026.
Financial Perspectives left its Apogee Enterprises share count unchanged in Q2 2026.
Apogee Enterprises made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #616 holding.
Financial Perspectives first reported a position in Apogee Enterprises in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Apogee Enterprises position peaked at $9.36K in Q4 2019.
238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.