Summit Global Investments’s Apogee Enterprises APOG Stock Holding History

Summit Global Investments’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	–	Sell	-17,566	Closed	-$640K	–	484
2025 Q4	$640K	Buy	17,566 +4,745	+37%	+$179K	0.04%	269
2025 Q3	$559K	Buy	12,821 +5,319	+71%	+$228K	0.03%	280
2025 Q2	$305K	Sell	7,502 -43	-0.6%	-$1.77K	0.02%	388
2025 Q1	$350K	Sell	7,545 -1,316	-15%	-$67.2K	0.03%	348
2024 Q4	$633K	Buy	+8,861	New	+$696K	0.04%	308
2024 Q2	–	Sell	-9,930	Closed	-$588K	–	496
2024 Q1	$588K	Sell	9,930 -661	-6%	-$36.5K	0.04%	300
2023 Q4	$566K	Sell	10,591 -4,562	-30%	-$212K	0.04%	322
2023 Q3	$713K	Sell	15,153 -9,262	-38%	-$450K	0.05%	279
2023 Q2	$1.16M	Buy	24,415 +1,215	+5%	+$50.7K	0.08%	195
2023 Q1	$1M	Buy	+23,200	New	+$1.04M	0.08%	240

Other funds holding APOG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Summit Global Investments's APOG Position: Q1 2026 in Review

Summit Global Investments sold out of Apogee Enterprises (APOG) in Q1 2026, closing a stake of 17,566 shares — an estimated $640K sold.

Summit Global Investments first reported a position in APOG in Q1 2023 and held it in 10 quarters. The position peaked at $1.16M in Q2 2023. 220 funds tracked by Wall St. Rank hold APOG as of Q1 2026.

Summit Global Investments reported no remaining Apogee Enterprises position as of Q1 2026 after selling out during the quarter.
Summit Global Investments sold 17,566 Apogee Enterprises shares in Q1 2026, an estimated $640K.
Summit Global Investments first reported a position in Apogee Enterprises in Q1 2023 and held it in 10 quarters.
Summit Global Investments's Apogee Enterprises position peaked at $1.16M in Q2 2023.
220 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.