Rappaport Reiches Capital Management’s Apogee Enterprises APOG Stock Holding History

Rappaport Reiches Capital 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
2025 Q1	$301K	Buy	6,489 +3,387	+109%	+$173K	0.08%	90
2024 Q4	$222K	Sell	3,102 -652	-17%	-$51.2K	0.06%	97
2024 Q3	$263K	Hold	3,754	–	–	0.07%	87
2024 Q2	$236K	Hold	3,754	–	–	0.07%	83
2024 Q1	$222K	Sell	3,754 -2,603	-41%	-$144K	0.07%	90
2023 Q4	$340K	Hold	6,357	–	–	0.12%	59
2023 Q3	$299K	Hold	6,357	–	–	0.13%	57
2023 Q2	$302K	Hold	6,357	–	–	0.13%	60
2023 Q1	$275K	Sell	6,357 -339	-5%	-$15.2K	0.12%	64
2022 Q4	$298K	Hold	6,696	–	–	0.15%	59
2022 Q3	$256K	Hold	6,696	–	–	0.13%	60
2022 Q2	$263K	Hold	6,696	–	–	0.13%	63
2022 Q1	$318K	Buy	6,696 +339	+5%	+$15.8K	0.17%	55
2021 Q4	$306K	Sell	6,357 -1,055	-14%	-$46.1K	0.26%	44
2021 Q3	$280K	Sell	7,412 -1,245	-14%	-$50K	0.28%	42
2021 Q2	$353K	Buy	+8,657	New	+$326K	0.37%	39

Other funds holding APOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rappaport Reiches Capital Management's APOG Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Apogee Enterprises (APOG) stake by 109% in Q1 2025, buying an estimated $173K and bringing the position to 6,489 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #90.

Rappaport Reiches Capital Management first reported a position in APOG in Q2 2021 and has held it in 16 quarters since. The position peaked at $353K in Q2 2021. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

Rappaport Reiches Capital Management held 6,489 shares of Apogee Enterprises worth $301K as of Q1 2025.
Rappaport Reiches Capital Management bought 3,387 Apogee Enterprises shares in Q1 2025, an estimated $173K.
Apogee Enterprises made up 0.08% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #90 holding.
Rappaport Reiches Capital Management first reported a position in Apogee Enterprises in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's Apogee Enterprises position peaked at $353K in Q2 2021.
228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.