MassMutual Private Wealth & Trust’s Apogee Enterprises APOG Stock Holding History

MassMutual Private Wealth & Trust’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	$503	Hold	11	–	–	﹤0.01%	2268
2026 Q1	$369	Buy	+11	New	+$407	﹤0.01%	2280
2025 Q4	–	Sell	-3	Closed	-$131	–	2369
2025 Q3	$131	Hold	3	–	–	﹤0.01%	2340
2025 Q2	$122	Sell	3 -47	-94%	-$1.94K	﹤0.01%	2322
2025 Q1	$2.32K	Buy	+50	New	+$2.55K	﹤0.01%	1873
2018 Q4	–	Sell	-14	Closed	-$578	–	977
2018 Q3	$578	Hold	14	–	–	﹤0.01%	921
2018 Q2	$674	Sell	14 -16	-53%	-$688	﹤0.01%	1046
2018 Q1	$1.3K	Buy	+30	New	+$1.34K	﹤0.01%	901
2017 Q2	–	Sell	-4,490	Closed	-$246K	–	1047
2017 Q1	$268K	Buy	4,490 +241	+6%	+$13.8K	0.03%	306
2016 Q4	$228K	Buy	+4,249	New	+$197K	0.03%	269

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

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

YIH

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

WCM

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

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's APOG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Apogee Enterprises (APOG) position steady in Q2 2026 at 11 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

MassMutual Private Wealth & Trust first reported a position in APOG in Q4 2016 and has held it in 10 quarters since. The position peaked at $268K in Q1 2017. 51 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

MassMutual Private Wealth & Trust held 11 shares of Apogee Enterprises worth $503 as of Q2 2026.
MassMutual Private Wealth & Trust left its Apogee Enterprises share count unchanged in Q2 2026.
Apogee Enterprises made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2268 holding.
MassMutual Private Wealth & Trust first reported a position in Apogee Enterprises in Q4 2016 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Apogee Enterprises position peaked at $268K in Q1 2017.
51 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.