Guggenheim Capital’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
Sell
-6,301
Closed -$229K 1609
2025
Q4
$229K Buy
+6,301
New +$238K ﹤0.01% 1640
2024
Q4
Sell
-10,196
Closed -$714K 1697
2024
Q3
$714K Sell
10,196
-12,588
-55% -$810K 0.01% 1256
2024
Q2
$1.43M Sell
22,784
-1,210
-5% -$75.2K 0.01% 942
2024
Q1
$1.42M Buy
23,994
+2,092
+10% +$116K 0.01% 1037
2023
Q4
$1.17M Sell
21,902
-3,390
-13% -$158K 0.01% 1073
2023
Q3
$1.19M Buy
+25,292
New +$1.23M 0.01% 1027
2021
Q4
Sell
-6,388
Closed -$241K 2108
2021
Q3
$241K Sell
6,388
-11,203
-64% -$450K ﹤0.01% 1999
2021
Q2
$716K Buy
17,591
+7,066
+67% +$266K ﹤0.01% 1660
2021
Q1
$430K Buy
+10,525
New +$398K ﹤0.01% 1789
2018
Q2
Sell
-14,162
Closed -$613K 2375
2018
Q1
$613K Sell
14,162
-401
-3% -$17.9K ﹤0.01% 2298
2017
Q4
$666K Buy
14,563
+846
+6% +$40.4K ﹤0.01% 2262
2017
Q3
$663K Buy
+13,717
New +$674K ﹤0.01% 2295
2016
Q4
Sell
-22,556
Closed -$1.01M 2903
2016
Q3
$1.01M Sell
22,556
-2,256
-9% -$105K ﹤0.01% 2082
2016
Q2
$1.15M Sell
24,812
-1,057
-4% -$45.9K ﹤0.01% 1956
2016
Q1
$1.14M Sell
25,869
-5,915
-19% -$235K ﹤0.01% 1969
2015
Q4
$1.38M Sell
31,784
-35,463
-53% -$1.71M ﹤0.01% 1891
2015
Q3
$3M Buy
67,247
+660
+1% +$34.5K 0.01% 1319
2015
Q2
$3.5M Buy
66,587
+17,445
+35% +$942K 0.01% 1357
2015
Q1
$2.12M Buy
49,142
+10,456
+27% +$458K 0.01% 1725
2014
Q4
$1.64M Buy
38,686
+25,936
+203% +$1.11M ﹤0.01% 1895
2014
Q3
$507K Sell
12,750
-1,292
-9% -$45.8K ﹤0.01% 2552
2014
Q2
$490K Sell
14,042
-1,612
-10% -$50.2K ﹤0.01% 2605
2014
Q1
$520K Sell
15,654
-5,904
-27% -$201K ﹤0.01% 2565
2013
Q4
$774K Buy
21,558
+14,614
+210% +$486K ﹤0.01% 2365
2013
Q3
$206K Buy
+6,944
New +$192K ﹤0.01% 2723

Other funds holding APOG

Guggenheim Capital's APOG Position: Q1 2026 in Review

Guggenheim Capital sold out of Apogee Enterprises (APOG) in Q1 2026, closing a stake of 6,301 shares — an estimated $229K sold.

Guggenheim Capital first reported a position in APOG in Q3 2013 and held it in 25 quarters. The position peaked at $3.5M in Q2 2015. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Guggenheim Capital reported no remaining Apogee Enterprises position as of Q1 2026 after selling out during the quarter.
  • Guggenheim Capital sold 6,301 Apogee Enterprises shares in Q1 2026, an estimated $229K.
  • Guggenheim Capital first reported a position in Apogee Enterprises in Q3 2013 and held it in 25 quarters.
  • Guggenheim Capital's Apogee Enterprises position peaked at $3.5M in Q2 2015.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.