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

Lodestone 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 		$3.24M Sell
77,935
-533
-0.7% -$21.2K 1.09% 25
2026
Q2 		$2.56M Buy
78,468
+3,185
+4% +$120K 0.9% 32
2026
Q1 		$3.2M Sell
75,283
-280
-0.4% -$8.46K 1.27% 19
2025
Q4 		$1.85M Sell
75,563
-538
-0.7% -$13K 0.75% 41
2025
Q3 		$1.85M Sell
76,101
-65
-0.1% -$1.37K 0.83% 43
2025
Q2 		$1.39M Buy
76,166
+1,251
+2% +$21.7K 0.68% 51
2025
Q1 		$1.57M Buy
74,915
+12,861
+21% +$283K 0.84% 43
2024
Q4 		$1.43M Sell
62,054
-2,623
-4% -$61.3K 0.72% 50
2024
Q3 		$1.58M Buy
64,677
+12,758
+25% +$358K 0.79% 49
2024
Q2 		$1.53M Buy
51,919
+8,565
+20% +$265K 0.81% 48
2024
Q1 		$1.49M Buy
43,354
+10,359
+31% +$328K 0.78% 49
2023
Q4 		$1.18M Sell
32,995
-5,034
-13% -$190K 0.69% 52
2023
Q3 		$1.56M Buy
38,029
+136
+0.4% +$5.6K 1.09% 34
2023
Q2 		$1.29M Buy
37,893
+14,515
+62% +$507K 0.89% 39
2023
Q1 		$843K Buy
+23,378
New +$938K 0.65% 50

Other funds holding APA

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

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

Lodestone Wealth Management reduced its APA Corp (APA) stake by 0.68% in Q3 2026, selling an estimated $21.2K and leaving 77,935 shares worth $3.24M. The position accounts for 1.09% of the portfolio, ranked #25.

Lodestone Wealth Management first reported a position in APA in Q1 2023 and has held it in 15 quarters since. 254 funds tracked by Wall St. Rank hold APA as of Q3 2026.

  • Lodestone Wealth Management held 77,935 shares of APA Corp worth $3.24M as of Q3 2026.
  • Lodestone Wealth Management sold 533 APA Corp shares in Q3 2026, an estimated $21.2K.
  • APA Corp made up 1.09% of Lodestone Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Lodestone Wealth Management first reported a position in APA Corp in Q1 2023 and has held it in 15 quarters since.
  • 254 funds tracked by Wall St. Rank held APA Corp as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.