LWM
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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
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

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 $3.37T AUM 44.26% 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

Lodestone Wealth Management's APA Position: Q2 2026 in Review

Lodestone Wealth Management increased its APA Corp (APA) stake by 4.2% in Q2 2026, buying an estimated $120K and bringing the position to 78,468 shares worth $2.56M. The position accounts for 0.9% of the portfolio, ranked #32.

Lodestone Wealth Management first reported a position in APA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q1 2026. 815 funds tracked by Wall St. Rank hold APA as of Q2 2026.

  • Lodestone Wealth Management held 78,468 shares of APA Corp worth $2.56M as of Q2 2026.
  • Lodestone Wealth Management bought 3,185 APA Corp shares in Q2 2026, an estimated $120K.
  • APA Corp made up 0.9% of Lodestone Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Lodestone Wealth Management first reported a position in APA Corp in Q1 2023 and has held it in 14 quarters since.
  • Lodestone Wealth Management's APA Corp position peaked at $3.2M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held APA Corp as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.