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 Q3	–	Sell	-100	Closed	-$4.57K	–	731
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	$4.32K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Financial Perspectives's APOG Position: Q3 2026 in Review

Financial Perspectives sold out of Apogee Enterprises (APOG) in Q3 2026, closing a stake of 100 shares — an estimated $4.57K sold.

Financial Perspectives first reported a position in APOG in Q4 2019 and held it in 27 quarters. The position peaked at $9.36K in Q4 2019. 124 funds tracked by Wall St. Rank hold APOG as of Q3 2026.

Financial Perspectives reported no remaining Apogee Enterprises position as of Q3 2026 after selling out during the quarter.
Financial Perspectives sold 100 Apogee Enterprises shares in Q3 2026, an estimated $4.57K.
Financial Perspectives first reported a position in Apogee Enterprises in Q4 2019 and held it in 27 quarters.
Financial Perspectives's Apogee Enterprises position peaked at $9.36K in Q4 2019.
124 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.