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Beese Fulmer Investment Management’s Aflac AFL Stock Holding History

Beese Fulmer Investment Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$559K Sell
5,091
-1,851
-27% -$205K 0.04% 199
2025
Q4 		$766K Buy
6,942
+29
+0.4% +$3.19K 0.05% 162
2025
Q3 		$772K Buy
6,913
+2,104
+44% +$221K 0.05% 157
2025
Q2 		$507K Buy
4,809
+1,140
+31% +$120K 0.04% 176
2025
Q1 		$408K Buy
3,669
+147
+4% +$15.6K 0.04% 174
2024
Q4 		$364K Hold
3,522
– – 0.03% 177
2024
Q3 		$394K Hold
3,522
– – 0.03% 172
2024
Q2 		$315K Hold
3,522
– – 0.03% 184
2024
Q1 		$302K Hold
3,522
– – 0.03% 185
2023
Q4 		$291K Hold
3,522
– – 0.03% 187
2023
Q3 		$270K Hold
3,522
– – 0.03% 185
2023
Q2 		$246K Hold
3,522
– – 0.03% 190
2023
Q1 		$227K Sell
3,522
-90
-2% -$6.16K 0.03% 201
2022
Q4 		$260K Buy
+3,612
New +$242K 0.03% 189
2020
Q3 		– Sell
-4,531
Closed -$163K – 202
2020
Q2 		$163K Buy
+4,531
New +$164K 0.02% 202
2020
Q1 		– Sell
-4,531
Closed -$240K – 182
2019
Q4 		$240K Hold
4,531
– – 0.03% 177
2019
Q3 		$237K Sell
4,531
-400
-8% -$21.1K 0.04% 180
2019
Q2 		$270K Hold
4,931
– – 0.05% 147
2019
Q1 		$247K Hold
4,931
– – 0.05% 147
2018
Q4 		$225K Buy
+4,931
New +$219K 0.05% 152
2018
Q2 		– Sell
-4,600
Closed -$201K – 197
2018
Q1 		$201K Sell
4,600
-858
-16% -$38K 0.04% 175
2017
Q4 		$240K Hold
5,458
– – 0.05% 162
2017
Q3 		$222K Hold
5,458
– – 0.05% 168
2017
Q2 		$212K Buy
+5,458
New +$205K 0.05% 165

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beese Fulmer Investment Management's AFL Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Aflac (AFL) stake by 27% in Q1 2026, selling an estimated $205K and leaving 5,091 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #199.

Beese Fulmer Investment Management first reported a position in AFL in Q2 2017 and has held it in 24 quarters since. The position peaked at $772K in Q3 2025. 1,654 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Beese Fulmer Investment Management held 5,091 shares of Aflac worth $559K as of Q1 2026.
  • Beese Fulmer Investment Management sold 1,851 Aflac shares in Q1 2026, an estimated $205K.
  • Aflac made up 0.04% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #199 holding.
  • Beese Fulmer Investment Management first reported a position in Aflac in Q2 2017 and has held it in 24 quarters since.
  • Beese Fulmer Investment Management's Aflac position peaked at $772K in Q3 2025.
  • 1,654 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.