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Concord Wealth Partners’s APA Corp APA Stock Holding History

Concord Wealth Partners’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 		$4.32K Buy
+132
New +$4.96K ﹤0.01% 681
2026
Q1 		– Sell
-131
Closed -$3.19K – 233
2025
Q4 		$3.19K Buy
131
+2
+2% +$48 ﹤0.01% 668
2025
Q3 		$3.14K Buy
129
+1
+0.8% +$21 ﹤0.01% 681
2025
Q2 		$2.33K Buy
128
+2
+2% +$35 ﹤0.01% 708
2025
Q1 		$2.64K Buy
126
+2
+2% +$44 ﹤0.01% 658
2024
Q4 		$2.87K Buy
124
+1
+0.8% +$23 ﹤0.01% 675
2024
Q3 		$3.01K Sell
123
-3
-2% -$84 ﹤0.01% 700
2024
Q2 		$3.71K Buy
126
+5
+4% +$155 ﹤0.01% 606
2024
Q1 		$4.16K Buy
121
+1
+0.8% +$32 ﹤0.01% 678
2023
Q4 		$4.31K Buy
120
+1
+0.8% +$38 ﹤0.01% 652
2023
Q3 		$4.9K Hold
119
– – ﹤0.01% 721
2023
Q2 		$4.05K Buy
119
+1
+0.8% +$35 ﹤0.01% 745
2023
Q1 		$4.24K Buy
118
+1
+0.9% +$40 ﹤0.01% 697
2022
Q4 		$5.46K Buy
+117
New +$5.24K ﹤0.01% 740
2022
Q3 		– Sell
-116
Closed -$4K – 209
2022
Q2 		$4K Hold
116
– – ﹤0.01% 847
2022
Q1 		$5K Buy
116
+1
+0.9% +$35 ﹤0.01% 894
2021
Q4 		$3K Buy
+115
New +$3.05K ﹤0.01% 1027

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

Concord Wealth Partners's APA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in APA Corp (APA) in Q2 2026: 132 shares worth $4.32K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in APA as recently as Q4 2025.

Concord Wealth Partners first reported a position in APA in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.46K in Q4 2022. 814 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Concord Wealth Partners held 132 shares of APA Corp worth $4.32K as of Q2 2026.
  • APA Corp was a new Concord Wealth Partners position in Q2 2026.
  • APA Corp made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #681 holding.
  • Concord Wealth Partners first reported a position in APA Corp in Q4 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's APA Corp position peaked at $5.46K in Q4 2022.
  • 814 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.