Forum Financial Management’s APA Corp APA Stock Holding History

Forum Financial 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 Q1	–	Sell	-13,746	Closed	-$336K	–	375
2025 Q4	$336K	Buy	+13,746	New	+$333K	﹤0.01%	685

Other funds holding APA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's APA Position: Q1 2026 in Review

Forum Financial Management sold out of APA Corp (APA) in Q1 2026, closing a stake of 13,746 shares — an estimated $336K sold.

Forum Financial Management first reported a position in APA in Q4 2025 and held it in 1 quarter. The position peaked at $336K in Q4 2025. 822 funds tracked by Wall St. Rank hold APA as of Q1 2026.

Forum Financial Management reported no remaining APA Corp position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 13,746 APA Corp shares in Q1 2026, an estimated $336K.
Forum Financial Management first reported a position in APA Corp in Q4 2025 and held it in 1 quarter.
Forum Financial Management's APA Corp position peaked at $336K in Q4 2025.
822 funds tracked by Wall St. Rank held APA Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.