Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s APA Corp APA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.56M Buy
60,322
+6,785
+13% +$205K 0.01% 1092
2025
Q4 		$1.31M Sell
53,537
-2,254
-4% -$54.5K ﹤0.01% 1352
2025
Q3 		$1.35M Buy
55,791
+17,481
+46% +$369K ﹤0.01% 1251
2025
Q2 		$701K Buy
38,310
+25,356
+196% +$440K ﹤0.01% 1434
2025
Q1 		$272K Sell
12,954
-11,921
-48% -$262K ﹤0.01% 1727
2024
Q4 		$574K Buy
24,875
+14,016
+129% +$328K ﹤0.01% 1324
2024
Q3 		$266K Sell
10,859
-745
-6% -$20.9K ﹤0.01% 1610
2024
Q2 		$342K Buy
11,604
+2,349
+25% +$72.7K ﹤0.01% 1331
2024
Q1 		$318K Buy
9,255
+1,670
+22% +$52.9K ﹤0.01% 1306
2023
Q4 		$272K Buy
7,585
+278
+4% +$10.5K ﹤0.01% 1289
2023
Q3 		$300K Buy
7,307
+169
+2% +$6.95K ﹤0.01% 1152
2023
Q2 		$244K Buy
7,138
+994
+16% +$34.7K ﹤0.01% 1179
2023
Q1 		$222K Buy
6,144
+340
+6% +$13.6K ﹤0.01% 1157
2022
Q4 		$271K Buy
5,804
+749
+15% +$33.5K ﹤0.01% 991
2022
Q3 		$173K Sell
5,055
-11,182
-69% -$400K ﹤0.01% 1108
2022
Q2 		$567K Buy
16,237
+7,752
+91% +$330K ﹤0.01% 702
2022
Q1 		$351K Buy
8,485
+5,816
+218% +$203K ﹤0.01% 831
2021
Q4 		$72K Buy
+2,669
New +$70.9K ﹤0.01% 1430
2021
Q2 		$24K Hold
1,116
– – ﹤0.01% 1699
2021
Q1 		$24K Hold
1,116
– – ﹤0.01% 1699
2020
Q4 		$24K Hold
1,116
– – ﹤0.01% 1699
2020
Q3 		$24K Hold
1,116
– – ﹤0.01% 1699
2020
Q2 		$24K Hold
1,116
– – ﹤0.01% 1699
2020
Q1 		$24K Hold
1,116
– – ﹤0.01% 1699
2019
Q4 		$24K Hold
1,116
– – ﹤0.01% 1699
2019
Q3 		$24K Hold
1,116
– – ﹤0.01% 1699
2019
Q2 		$24K Hold
1,116
– – ﹤0.01% 1699
2019
Q1 		$24K Sell
1,116
-8,098
-88% -$264K ﹤0.01% 1699
2018
Q4 		$242K Sell
9,214
-585,810
-98% -$21.6M 0.01% 561
2018
Q3 		$28.4M Sell
595,024
-15,992
-3% -$720K 0.72% 27
2018
Q2 		$28.6M Sell
611,016
-45,278
-7% -$1.88M 0.94% 22
2018
Q1 		$25.3M Sell
656,294
-5,205
-0.8% -$209K 1% 30
2017
Q4 		$27.9M Sell
661,499
-130,465
-16% -$5.49M 1.24% 26
2017
Q3 		$36.3M Buy
791,964
+223,419
+39% +$9.85M 1.71% 5
2017
Q2 		$27.3M Buy
568,545
+456,653
+408% +$22.5M 1.4% 18
2017
Q1 		$5.75M Buy
111,892
+91,924
+460% +$5.17M 0.33% 65
2016
Q4 		$1.27M Buy
19,968
+1,012
+5% +$63.7K 0.08% 169
2016
Q3 		$1.21M Buy
18,956
+314
+2% +$17.2K 0.08% 165
2016
Q2 		$1.04M Sell
18,642
-2,822
-13% -$153K 0.08% 172
2016
Q1 		$1.05M Buy
21,464
+7,276
+51% +$302K 0.09% 153
2015
Q4 		$631K Buy
14,188
+4,363
+44% +$203K 0.06% 164
2015
Q3 		$385K Buy
9,825
+4,652
+90% +$212K 0.04% 172
2015
Q2 		$298K Buy
5,173
+387
+8% +$24.4K 0.03% 162
2015
Q1 		$289K Buy
+4,786
New +$301K 0.03% 162
2014
Q1 		– Sell
-530
Closed -$46K – 165
2013
Q4 		$46K Sell
530
-220
-29% -$19.6K 0.01% 273
2013
Q3 		$64K Buy
+750
New +$62.3K 0.02% 171

Other funds holding APA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s APA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its APA Corp (APA) stake by 13% in Q1 2026, buying an estimated $205K and bringing the position to 60,322 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #1092.

Carson Wealth (CWM LLC) first reported a position in APA in Q3 2013 and has held it in 46 quarters since. The position peaked at $36.3M in Q3 2017. 818 funds tracked by Wall St. Rank hold APA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60,322 shares of APA Corp worth $2.56M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,785 APA Corp shares in Q1 2026, an estimated $205K.
  • APA Corp made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1092 holding.
  • Carson Wealth (CWM LLC) first reported a position in APA Corp in Q3 2013 and has held it in 46 quarters since.
  • Carson Wealth (CWM LLC)'s APA Corp position peaked at $36.3M in Q3 2017.
  • 818 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.