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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return