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IFP Advisors’s Apogee Enterprises APOG Stock Holding History

IFP Advisors’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 		$8.55K Buy
187
+167
+835% +$6.24K ﹤0.01% 3494
2026
Q1 		$671 Buy
20
+11
+122% +$407 ﹤0.01% 4343
2025
Q4 		$328 Buy
9
+4
+80% +$151 ﹤0.01% 4380
2025
Q3 		$218 Buy
+5
New +$215 ﹤0.01% 4379
2025
Q2 		– Hold
0
– – – 4070
2025
Q1 		– Hold
0
– – – 4034
2024
Q4 		– Hold
0
– – – 4144
2021
Q2 		– Sell
-1,505
Closed -$56.7K – 3055
2021
Q1 		$61K Buy
1,505
+886
+143% +$33.5K ﹤0.01% 1371
2020
Q4 		$20K Buy
+619
New +$16.8K ﹤0.01% 1790
2019
Q1 		$24K Hold
611
– – ﹤0.01% 1262
2018
Q4 		$18K Sell
611
-50
-8% -$1.79K ﹤0.01% 2187
2018
Q3 		$27K Hold
661
– – ﹤0.01% 2275
2018
Q2 		$32K Buy
661
+498
+306% +$21.4K ﹤0.01% 2172
2018
Q1 		$7K Hold
163
– – ﹤0.01% 2984
2017
Q4 		$7K Hold
163
– – ﹤0.01% 3030
2017
Q3 		$8K Sell
163
-3
-2% -$147 ﹤0.01% 3130
2017
Q2 		$9K Buy
166
+12
+8% +$659 ﹤0.01% 3070
2017
Q1 		$9K Buy
154
+7
+5% +$401 ﹤0.01% 2967
2016
Q4 		$8K Sell
147
-50
-25% -$2.32K ﹤0.01% 3012
2016
Q3 		$9K Buy
197
+47
+31% +$2.19K ﹤0.01% 2881
2016
Q2 		$7K Sell
150
-461
-75% -$20K ﹤0.01% 2920
2016
Q1 		$24K Buy
611
+461
+307% +$18.3K ﹤0.01% 1262
2015
Q4 		$7K Buy
+150
New +$7.25K ﹤0.01% 2743

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

IFP Advisors's APOG Position: Q2 2026 in Review

IFP Advisors increased its Apogee Enterprises (APOG) stake by 835% in Q2 2026, buying an estimated $6.24K and bringing the position to 187 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

IFP Advisors first reported a position in APOG in Q4 2015 and has held it in 20 quarters since. The position peaked at $61K in Q1 2021. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • IFP Advisors held 187 shares of Apogee Enterprises worth $8.55K as of Q2 2026.
  • IFP Advisors bought 167 Apogee Enterprises shares in Q2 2026, an estimated $6.24K.
  • Apogee Enterprises made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3494 holding.
  • IFP Advisors first reported a position in Apogee Enterprises in Q4 2015 and has held it in 20 quarters since.
  • IFP Advisors's Apogee Enterprises position peaked at $61K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.