Position in APOG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$330,837
+$88,243 QoQ
Shares Held
7,233
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#135
of 236 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APOG Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Zhang Financial LLC holds $691,348 across 2 Building Products & Equipment names. APOG ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
734 | $360,511 | |
| 2 | APOG |
Apogee Enterprises, Inc.
This page
|
7,233 | $330,837 |
All Filings in APOG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,837 | 7,233 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $242,594 | 7,233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $263,353 | 7,233 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $365,813 | 8,396 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $371,205 | 9,143 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $423,595 | 9,143 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $652,901 | 9,143 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $640,192 | 9,143 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $574,546 | 9,143 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $541,265 | 9,143 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $480,690 | 9,000 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $423,720 | 9,000 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $427,230 | 9,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $389,250 | 9,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $400,140 | 9,000 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $343,980 | 9,000 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $352,980 | 9,000 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $427,140 | 9,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $433,350 | 9,000 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||