Marks Group Wealth Management’s Apogee Enterprises APOG Stock Holding History

Marks Group Wealth 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	$457K	Hold	10,000	–	–	0.04%	278
2026 Q1	$335K	Hold	10,000	–	–	0.03%	282
2025 Q4	$364K	Hold	10,000	–	–	0.03%	271
2025 Q3	$436K	Hold	10,000	–	–	0.04%	232
2025 Q2	$406K	Hold	10,000	–	–	0.04%	243
2025 Q1	$463K	Hold	10,000	–	–	0.04%	245
2024 Q4	$714K	Hold	10,000	–	–	0.07%	193
2024 Q3	$700K	Hold	10,000	–	–	0.07%	195
2024 Q2	$628K	Sell	10,000 -1,000	-9%	-$62.1K	0.07%	203
2024 Q1	$651K	Hold	11,000	–	–	0.07%	202
2023 Q4	$588K	Hold	11,000	–	–	0.07%	205
2023 Q3	$518K	Hold	11,000	–	–	0.06%	206
2023 Q2	$522K	Hold	11,000	–	–	0.06%	206
2023 Q1	$476K	Hold	11,000	–	–	0.06%	211
2022 Q4	$489K	Hold	11,000	–	–	0.07%	211
2022 Q3	$420K	Hold	11,000	–	–	0.06%	213
2022 Q2	$431K	Hold	11,000	–	–	0.06%	216
2022 Q1	$522K	Hold	11,000	–	–	0.07%	226
2021 Q4	$530K	Hold	11,000	–	–	0.06%	229
2021 Q3	$415K	Buy	+11,000	New	+$442K	0.06%	215

Other funds holding APOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Marks Group Wealth Management's APOG Position: Q2 2026 in Review

Marks Group Wealth Management held its Apogee Enterprises (APOG) position steady in Q2 2026 at 10,000 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #278.

Marks Group Wealth Management first reported a position in APOG in Q3 2021 and has held it in 20 quarters since. The position peaked at $714K in Q4 2024. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

Marks Group Wealth Management held 10,000 shares of Apogee Enterprises worth $457K as of Q2 2026.
Marks Group Wealth Management left its Apogee Enterprises share count unchanged in Q2 2026.
Apogee Enterprises made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #278 holding.
Marks Group Wealth Management first reported a position in Apogee Enterprises in Q3 2021 and has held it in 20 quarters since.
Marks Group Wealth Management's Apogee Enterprises position peaked at $714K in Q4 2024.
238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.