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JFS Wealth Advisors’s Apogee Enterprises APOG Stock Holding History

JFS Wealth 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 		$183 Buy
+4
New +$149 ﹤0.01% 2163
2025
Q2 		– Sell
-527
Closed -$24.4K – 1869
2025
Q1 		$24.4K Buy
+527
New +$26.9K ﹤0.01% 618

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

JFS Wealth Advisors's APOG Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Apogee Enterprises (APOG) in Q2 2026: 4 shares worth $183. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in APOG as recently as Q1 2025.

JFS Wealth Advisors first reported a position in APOG in Q1 2025 and has held it in 2 quarters since. The position peaked at $24.4K in Q1 2025. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Apogee Enterprises worth $183 as of Q2 2026.
  • Apogee Enterprises was a new JFS Wealth Advisors position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2163 holding.
  • JFS Wealth Advisors first reported a position in Apogee Enterprises in Q1 2025 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Apogee Enterprises position peaked at $24.4K in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.