Empirical Wealth Management
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Empirical Wealth Management’s APA Corp APA Stock Holding History

Empirical 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
Q3 		$402K Buy
+9,683
New +$384K 0.01% 858
2026
Q2 		– Sell
-8,486
Closed -$360K – 1066
2026
Q1 		$360K Buy
+8,486
New +$257K 0.01% 720

Other funds holding APA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Empirical Wealth Management's APA Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in APA Corp (APA) in Q3 2026: 9,683 shares worth $402K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in APA as recently as Q1 2026.

Empirical Wealth Management first reported a position in APA in Q1 2026 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Empirical Wealth Management held 9,683 shares of APA Corp worth $402K as of Q3 2026.
  • APA Corp was a new Empirical Wealth Management position in Q3 2026.
  • APA Corp made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #858 holding.
  • Empirical Wealth Management first reported a position in APA Corp in Q1 2026 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.