LD
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Lipe & Dalton’s APA Corp APA Stock Holding History

Lipe & Dalton’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 		– Sell
-6,300
Closed -$267K – 96
2026
Q1 		$267K Sell
6,300
-21,240
-77% -$642K 0.14% 66
2025
Q4 		$674K Sell
27,540
-2,050
-7% -$49.6K 0.33% 55
2025
Q3 		$718K Hold
29,590
– – 0.36% 58
2025
Q2 		$541K Buy
29,590
+6,300
+27% +$109K 0.29% 56
2025
Q1 		$490K Buy
23,290
+780
+3% +$17.1K 0.27% 58
2024
Q4 		$520K Buy
22,510
+200
+0.9% +$4.67K 0.28% 58
2024
Q3 		$546K Hold
22,310
– – 0.28% 62
2024
Q2 		$657K Sell
22,310
-2,720
-11% -$84.2K 0.35% 59
2024
Q1 		$861K Buy
+25,030
New +$793K 0.44% 54

Other funds holding APA

AAMU
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WCM
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WC
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CIM
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ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return