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Larson Financial Group’s Apogee Enterprises APOG Stock Holding History

Larson Financial Group’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 		$961 Buy
+21
New +$784 ﹤0.01% 3331
2025
Q4 		– Sell
-9
Closed -$392 – 3469
2025
Q3 		$392 Buy
+9
New +$386 ﹤0.01% 3148

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

Larson Financial Group's APOG Position: Q2 2026 in Review

Larson Financial Group opened a new position in Apogee Enterprises (APOG) in Q2 2026: 21 shares worth $961. The stake represents ﹤0.01% of the portfolio and ranks #3331 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in APOG as recently as Q3 2025.

Larson Financial Group first reported a position in APOG in Q3 2025 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Larson Financial Group held 21 shares of Apogee Enterprises worth $961 as of Q2 2026.
  • Apogee Enterprises was a new Larson Financial Group position in Q2 2026.
  • Apogee Enterprises made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3331 holding.
  • Larson Financial Group first reported a position in Apogee Enterprises in Q3 2025 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.