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Hillsdale Investment Management’s Apogee Enterprises APOG Stock Holding History

Hillsdale Investment 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
Q2 		$2.52M Buy
+55,174
New +$2.06M 0.06% 296
2025
Q1 		– Sell
-85,136
Closed -$6.08M – 602
2024
Q4 		$6.08M Sell
85,136
-10,000
-11% -$785K 0.31% 55
2024
Q3 		$6.66M Buy
95,136
+700
+0.7% +$45.1K 0.51% 37
2024
Q2 		$5.93M Sell
94,436
-3,900
-4% -$242K 0.47% 44
2024
Q1 		$5.82M Buy
98,336
+7,700
+8% +$425K 0.46% 41
2023
Q4 		$4.84M Sell
90,636
-200
-0.2% -$9.31K 0.4% 64
2023
Q3 		$4.28M Sell
90,836
-100
-0.1% -$4.86K 0.39% 78
2023
Q2 		$4.32M Hold
90,936
– – 0.4% 89
2023
Q1 		$3.93M Buy
90,936
+800
+0.9% +$35.9K 0.34% 114
2022
Q4 		$4.01M Buy
90,136
+70,755
+365% +$3.19M 0.34% 115
2022
Q3 		$741K Buy
+19,381
New +$790K 0.07% 220
2021
Q2 		– Sell
-800
Closed -$33K – 568
2021
Q1 		$33K Hold
800
– – ﹤0.01% 482
2020
Q4 		$25K Hold
800
– – ﹤0.01% 476
2020
Q3 		$17K Buy
+800
New +$17.5K ﹤0.01% 472

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Hillsdale Investment Management's APOG Position: Q2 2026 in Review

Hillsdale Investment Management opened a new position in Apogee Enterprises (APOG) in Q2 2026: 55,174 shares worth $2.52M. The stake represents 0.06% of the portfolio and ranks #296 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in APOG as recently as Q4 2024.

Hillsdale Investment Management first reported a position in APOG in Q3 2020 and has held it in 14 quarters since. The position peaked at $6.66M in Q3 2024. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Hillsdale Investment Management held 55,174 shares of Apogee Enterprises worth $2.52M as of Q2 2026.
  • Apogee Enterprises was a new Hillsdale Investment Management position in Q2 2026.
  • Apogee Enterprises made up 0.06% of Hillsdale Investment Management's portfolio in Q2 2026, its #296 holding.
  • Hillsdale Investment Management first reported a position in Apogee Enterprises in Q3 2020 and has held it in 14 quarters since.
  • Hillsdale Investment Management's Apogee Enterprises position peaked at $6.66M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.