Position in APOG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,107,283
-$961,605 QoQ
Shares Held
62,829
-25.5% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99.58458673542474.ToString("F0")%
Shared 0.4154132645752757.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APOG Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Moran Wealth Management, LLC holds $78,562,973 across 7 Building Products & Equipment names. APOG ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
115,374 | $48,080,959 | |
| 2 | CSL |
Carlisle Companies Inc
|
30,126 | $10,050,635 | |
| 3 | OC |
Owens Corning
|
63,525 | $6,874,675 | |
| 4 | BLDR |
Builders FirstSource, Inc.
|
69,511 | $5,722,840 | |
| 5 | GFF |
Griffon Corp
|
60,379 | $4,388,345 | |
| 6 | APOG |
Apogee Enterprises, Inc.
This page
|
62,829 | $2,107,283 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
18,395 | $1,338,236 |
All Filings in APOG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,107,283 | 62,829 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,068,888 | 84,287 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,875,377 | 88,946 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,669,468 | 90,381 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,420,669 | 95,417 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,882,567 | 96,381 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,887,657 | 98,367 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,162,278 | 98,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,769,276 | 97,454 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,139,697 | 96,231 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,468,974 | 94,923 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,476,753 | 94,307 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,147,804 | 95,903 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,909,012 | 87,922 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||