BKM Wealth Management’s Aflac AFL Stock Holding History

BKM Wealth 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	$230K	Sell	2,098 -811	-28%	-$89.9K	0.08%	141
2025 Q4	$321K	Sell	2,909 -716	-20%	-$78.9K	0.12%	122
2025 Q3	$405K	Sell	3,625 -22,091	-86%	-$2.32M	0.15%	111
2025 Q2	$2.71M	Sell	25,716 -186	-0.7%	-$19.5K	1.06%	24
2025 Q1	$2.88M	Buy	25,902 +2,015	+8%	+$214K	1.19%	19
2024 Q4	$2.47M	Buy	23,887 +402	+2%	+$43.8K	1.01%	25
2024 Q3	$2.63M	Buy	23,485 +1,897	+9%	+$193K	1.07%	23
2024 Q2	$1.93M	Buy	21,588 +179	+0.8%	+$15.4K	0.93%	31
2024 Q1	$1.84M	Buy	21,409 +2,525	+13%	+$207K	0.79%	35
2023 Q4	$1.56M	Buy	+18,884	New	+$1.52M	0.66%	41

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BKM Wealth Management's AFL Position: Q1 2026 in Review

BKM Wealth Management reduced its Aflac (AFL) stake by 28% in Q1 2026, selling an estimated $89.9K and leaving 2,098 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #141.

BKM Wealth Management first reported a position in AFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.88M in Q1 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

BKM Wealth Management held 2,098 shares of Aflac worth $230K as of Q1 2026.
BKM Wealth Management sold 811 Aflac shares in Q1 2026, an estimated $89.9K.
Aflac made up 0.08% of BKM Wealth Management's portfolio in Q1 2026, its #141 holding.
BKM Wealth Management first reported a position in Aflac in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Aflac position peaked at $2.88M in Q1 2025.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.