Isthmus Partners’s Apogee Enterprises APOG Stock Holding History

Isthmus Partners’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	$3.61M	Buy	79,015 +1,121	+1%	+$41.9K	0.35%	81
2026 Q1	$2.61M	Buy	77,894 +22	+0%	+$815	0.27%	99
2025 Q4	$2.84M	Buy	77,872 +2,222	+3%	+$84K	0.31%	87
2025 Q3	$3.3K	Buy	75,650 +39,416	+109%	+$1.69M	﹤0.01%	157
2025 Q2	$1.47M	Buy	+36,234	New	+$1.5M	0.17%	105

Other funds holding APOG

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Isthmus Partners's APOG Position: Q2 2026 in Review

Isthmus Partners increased its Apogee Enterprises (APOG) stake by 1.4% in Q2 2026, buying an estimated $41.9K and bringing the position to 79,015 shares worth $3.61M. The position accounts for 0.35% of the portfolio, ranked #81.

Isthmus Partners first reported a position in APOG in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Isthmus Partners held 79,015 shares of Apogee Enterprises worth $3.61M as of Q2 2026.
Isthmus Partners bought 1,121 Apogee Enterprises shares in Q2 2026, an estimated $41.9K.
Apogee Enterprises made up 0.35% of Isthmus Partners's portfolio in Q2 2026, its #81 holding.
Isthmus Partners first reported a position in Apogee Enterprises in Q2 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.