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Pinnacle Wealth Planning Services’s Apogee Enterprises APOG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$12.1K Sell
362
-904
-71% -$33.5K ﹤0.01% 1931
2025
Q4 		$46.1K Buy
+1,266
New +$47.9K ﹤0.01% 1249
2021
Q1 		– Sell
-233
Closed -$8K – 440
2020
Q4 		$8K Buy
+233
New +$6.31K ﹤0.01% 1456

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's APOG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Apogee Enterprises (APOG) stake by 71% in Q1 2026, selling an estimated $33.5K and leaving 362 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Pinnacle Wealth Planning Services first reported a position in APOG in Q4 2020 and has held it in 3 quarters since. The position peaked at $46.1K in Q4 2025. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 362 shares of Apogee Enterprises worth $12.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 904 Apogee Enterprises shares in Q1 2026, an estimated $33.5K.
  • Apogee Enterprises made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1931 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apogee Enterprises in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Apogee Enterprises position peaked at $46.1K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.