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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
Q2 		$16.6K Buy
364
+2
+0.6% +$75 ﹤0.01% 1861
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 $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

Pinnacle Wealth Planning Services's APOG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Apogee Enterprises (APOG) stake by 0.55% in Q2 2026, buying an estimated $75 and bringing the position to 364 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Pinnacle Wealth Planning Services first reported a position in APOG in Q4 2020 and has held it in 4 quarters since. The position peaked at $46.1K in Q4 2025. 238 funds tracked by Wall St. Rank hold APOG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 364 shares of Apogee Enterprises worth $16.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Apogee Enterprises shares in Q2 2026, an estimated $75.
  • Apogee Enterprises made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1861 holding.
  • Pinnacle Wealth Planning Services first reported a position in Apogee Enterprises in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Apogee Enterprises position peaked at $46.1K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.