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Institute for Wealth Management’s APA Corp APA Stock Holding History

Institute for 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 		$260K Sell
7,979
-240
-3% -$9.01K 0.02% 456
2026
Q1 		$349K Buy
8,219
+39
+0.5% +$1.18K 0.04% 391
2025
Q4 		$200K Buy
+8,180
New +$198K 0.02% 527
2024
Q4 		– Sell
-13,236
Closed -$324K – 512
2024
Q3 		$324K Sell
13,236
-759
-5% -$21.3K 0.04% 398
2024
Q2 		$412K Hold
13,995
– – 0.06% 322
2024
Q1 		$481K Buy
13,995
+4,780
+52% +$151K 0.06% 298
2023
Q4 		$331K Buy
9,215
+709
+8% +$26.8K 0.05% 350
2023
Q3 		$350K Hold
8,506
– – 0.06% 316
2023
Q2 		$291K Sell
8,506
-110
-1% -$3.84K 0.05% 368
2023
Q1 		$311K Hold
8,616
– – 0.06% 340
2022
Q4 		$402K Sell
8,616
-192
-2% -$8.59K 0.08% 298
2022
Q3 		$301K Hold
8,808
– – 0.07% 336
2022
Q2 		$307K Hold
8,808
– – 0.06% 387
2022
Q1 		$364K Buy
8,808
+226
+3% +$7.89K 0.06% 364
2021
Q4 		$231K Buy
+8,582
New +$228K 0.04% 438
2018
Q4 		– Sell
-11,599
Closed -$542K – 269
2018
Q3 		$542K Sell
11,599
-35
-0.3% -$1.57K 0.18% 155
2018
Q2 		$541K Buy
11,634
+519
+5% +$21.5K 0.17% 158
2018
Q1 		$449K Sell
11,115
-623
-5% -$25.1K 0.13% 208
2017
Q4 		$484K Buy
11,738
+1,048
+10% +$44.1K 0.11% 229
2017
Q3 		$487K Buy
10,690
+554
+5% +$24.4K 0.16% 186
2017
Q2 		$480K Buy
+10,136
New +$500K 0.13% 233

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's APA Position: Q2 2026 in Review

Institute for Wealth Management reduced its APA Corp (APA) stake by 2.9% in Q2 2026, selling an estimated $9.01K and leaving 7,979 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #456.

Institute for Wealth Management first reported a position in APA in Q2 2017 and has held it in 21 quarters since. The position peaked at $542K in Q3 2018. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Institute for Wealth Management held 7,979 shares of APA Corp worth $260K as of Q2 2026.
  • Institute for Wealth Management sold 240 APA Corp shares in Q2 2026, an estimated $9.01K.
  • APA Corp made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Institute for Wealth Management first reported a position in APA Corp in Q2 2017 and has held it in 21 quarters since.
  • Institute for Wealth Management's APA Corp position peaked at $542K in Q3 2018.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.