Chuck Royce's APOG Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 233,061 shares of Apogee Enterprises, Inc. (APOG) worth $7.82 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in APOG, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 609,753 shares. Largest reduction occurred in Q4 2014, reducing 512,859 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Apogee Enterprises (APOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Apogee Enterprises (APOG) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +210,432 | Add 929.92% | 233,061 | $33.54 |
| Q4 2025 | -6,850 | Reduce 23.24% | 22,629 | $36.41 |
| Q3 2025 | -5,184 | Reduce 14.96% | 29,479 | $43.57 |
| Q2 2025 | +2,892 | Add 9.10% | 34,663 | $40.60 |
| Q1 2025 | +4,455 | Add 16.31% | 31,771 | $46.33 |
| Q4 2024 | +5,119 | Add 23.06% | 27,316 | $71.41 |
| Q3 2024 | +8,589 | Add 63.12% | 22,197 | $70.02 |
| Q2 2024 | +5,135 | Add 60.60% | 13,608 | $62.84 |
| Q1 2024 | +8,473 | New Buy | 8,473 | $59.20 |
| Q2 2023 | -11,809 | Sold Out | 0 | $0.00 |
| Q1 2023 | -87,981 | Reduce 88.17% | 11,809 | $43.25 |
| Q4 2022 | -8,954 | Reduce 8.23% | 99,790 | $44.46 |
| Q3 2022 | -24,600 | Reduce 18.45% | 108,744 | $38.22 |
| Q2 2022 | -92,394 | Reduce 40.93% | 133,344 | $39.22 |
| Q1 2022 | -200,509 | Reduce 47.04% | 225,738 | $47.46 |
| Q4 2021 | -20,845 | Reduce 4.66% | 426,247 | $48.15 |
| Q3 2021 | -18,551 | Reduce 3.98% | 447,092 | $37.76 |
| Q2 2021 | +70,703 | Add 17.90% | 465,643 | $40.73 |
| Q1 2021 | +298,129 | Add 307.95% | 394,940 | $40.88 |
| Q4 2020 | +96,811 | New Buy | 96,811 | $31.68 |
| Q3 2020 | -79,179 | Sold Out | 0 | $0.00 |
| Q2 2020 | -2,548 | Reduce 3.12% | 79,179 | $23.04 |
| Q1 2020 | -65,626 | Reduce 44.54% | 81,727 | $20.83 |
| Q4 2019 | -353,640 | Reduce 70.59% | 147,353 | $32.50 |
| Q3 2019 | -218,081 | Reduce 30.33% | 500,993 | $38.99 |
| Q2 2019 | -450,665 | Reduce 38.53% | 719,074 | $43.44 |
| Q1 2019 | -39,832 | Reduce 3.29% | 1.17 M | $37.49 |
| Q4 2018 | +82,407 | Add 7.31% | 1.21 M | $29.85 |
| Q3 2018 | -99,465 | Reduce 8.11% | 1.13 M | $41.32 |
| Q2 2018 | +447,453 | Add 57.43% | 1.23 M | $48.17 |
| Q1 2018 | -70,722 | Reduce 8.32% | 779,176 | $43.35 |
| Q4 2017 | +91,820 | Add 12.11% | 849,898 | $45.73 |
| Q3 2017 | +16,585 | Add 2.24% | 758,078 | $48.26 |
| Q2 2017 | -221,967 | Reduce 23.04% | 741,493 | $56.84 |
| Q1 2017 | -250,800 | Reduce 20.65% | 963,460 | $59.61 |
| Q4 2016 | +212,702 | Add 21.24% | 1.21 M | $53.56 |
| Q3 2016 | +391,805 | Add 64.26% | 1 M | $44.69 |
| Q2 2016 | +609,753 | New Buy | 609,753 | $46.35 |
| Q1 2016 | -123,315 | Sold Out | 0 | $0.00 |
| Q4 2015 | -38,000 | Reduce 23.56% | 123,315 | $43.51 |
| Q3 2015 | -17,000 | Reduce 9.53% | 161,315 | $44.65 |
| Q2 2015 | -166,816 | Reduce 48.33% | 178,315 | $52.64 |
| Q1 2015 | -117,600 | Reduce 25.41% | 345,131 | $43.20 |
| Q4 2014 | -512,859 | Reduce 52.57% | 462,731 | $42.37 |
| Q3 2014 | -128,500 | Reduce 11.64% | 975,590 | $39.80 |
| Q2 2014 | +109,751 | Add 11.04% | 1.1 M | $34.86 |
| Q1 2014 | +65,000 | Add 6.99% | 994,339 | $33.23 |
| Q4 2013 | -355,500 | Reduce 27.67% | 929,339 | $35.91 |
| Q3 2013 | -102,169 | Reduce 7.37% | 1.28 M | $29.68 |
| Q2 2013 | +1.39 M | Add 0.00% | 1.39 M | $24.00 |
Chuck Royce's Apogee Enterprises Investment FAQs
Chuck Royce first purchased Apogee Enterprises, Inc. (APOG) in Q2 2013, acquiring 1,387,008 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Apogee Enterprises, Inc. (APOG) for 50 quarters since Q2 2013.
Chuck Royce's largest addition to Apogee Enterprises, Inc. (APOG) was in Q2 2013, adding 1,387,008 shares worth $33.29 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 233,061 shares of Apogee Enterprises, Inc. (APOG), valued at approximately $7.82 M.
As of the Q1 2026 filing, Apogee Enterprises, Inc. (APOG) represents approximately 0.08% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Apogee Enterprises, Inc. (APOG) was 1,387,008 shares, as reported at the end of Q2 2013.