AWM
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AE Wealth Management’s APA Corp APA Stock Holding History

AE Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Buy
718,044
+532,812
+288% +$20M 0.11% 203
2026
Q1 		$7.86M Sell
185,232
-6,247
-3% -$189K 0.04% 325
2025
Q4 		$4.68M Sell
191,479
-212,032
-53% -$5.13M 0.03% 406
2025
Q3 		$9.8M Buy
403,511
+384,738
+2,049% +$8.12M 0.06% 268
2025
Q2 		$343K Buy
+18,773
New +$326K ﹤0.01% 1056
2025
Q1 		– Sell
-229,513
Closed -$5.3M – 2149
2024
Q4 		$5.3M Buy
+229,513
New +$5.36M 0.05% 330
2024
Q1 		– Sell
-11,328
Closed -$364K – 1184
2023
Q4 		$364K Buy
11,328
+517
+5% +$19.5K ﹤0.01% 1609
2023
Q3 		$444K Sell
10,811
-5,110
-32% -$210K ﹤0.01% 1438
2023
Q2 		$544K Buy
15,921
+9,875
+163% +$345K ﹤0.01% 1345
2023
Q1 		$218K Sell
6,046
-870
-13% -$34.9K ﹤0.01% 1697
2022
Q4 		$323K Buy
+6,916
New +$309K ﹤0.01% 1474
2022
Q3 		– Sell
-8,406
Closed -$293K – 1749
2022
Q2 		$293K Sell
8,406
-47,511
-85% -$2.02M ﹤0.01% 1439
2022
Q1 		$2.31M Buy
+55,917
New +$1.95M 0.02% 669

Other funds holding APA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's APA Position: Q2 2026 in Review

AE Wealth Management increased its APA Corp (APA) stake by 288% in Q2 2026, buying an estimated $20M and bringing the position to 718,044 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #203.

AE Wealth Management first reported a position in APA in Q1 2022 and has held it in 13 quarters since. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • AE Wealth Management held 718,044 shares of APA Corp worth $23.4M as of Q2 2026.
  • AE Wealth Management bought 532,812 APA Corp shares in Q2 2026, an estimated $20M.
  • APA Corp made up 0.11% of AE Wealth Management's portfolio in Q2 2026, its #203 holding.
  • AE Wealth Management first reported a position in APA Corp in Q1 2022 and has held it in 13 quarters since.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.