Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Aflac AFL Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.33M Sell
30,336
-24,157
-44% -$2.68M 0.01% 984
2025
Q4 		$6.01M Sell
54,493
-2,050
-4% -$226K 0.02% 710
2025
Q3 		$6.32M Buy
56,543
+27,927
+98% +$2.93M 0.02% 627
2025
Q2 		$3.02M Sell
28,616
-771
-3% -$81K 0.01% 780
2025
Q1 		$3.27M Buy
29,387
+1,692
+6% +$179K 0.01% 650
2024
Q4 		$2.87M Buy
27,695
+352
+1% +$38.4K 0.01% 651
2024
Q3 		$3.06M Sell
27,343
-566
-2% -$57.5K 0.01% 571
2024
Q2 		$2.49M Buy
27,909
+288
+1% +$24.8K 0.01% 582
2024
Q1 		$2.37M Sell
27,621
-301
-1% -$24.7K 0.01% 579
2023
Q4 		$2.3M Buy
27,922
+1,983
+8% +$160K 0.01% 550
2023
Q3 		$1.99M Buy
25,939
+1,601
+7% +$119K 0.01% 547
2023
Q2 		$1.7M Buy
24,338
+2,203
+10% +$147K 0.01% 556
2023
Q1 		$1.43M Sell
22,135
-50,808
-70% -$3.48M 0.01% 555
2022
Q4 		$5.25M Buy
72,943
+2,300
+3% +$154K 0.04% 298
2022
Q3 		$3.97M Buy
70,643
+1,648
+2% +$97K 0.03% 317
2022
Q2 		$3.82M Buy
68,995
+5,387
+8% +$318K 0.03% 328
2022
Q1 		$4.1M Buy
63,608
+1,916
+3% +$120K 0.03% 322
2021
Q4 		$3.6M Buy
+61,692
New +$3.46M 0.03% 338
2021
Q2 		$3.33M Hold
62,108
– – 0.03% 336
2021
Q1 		$3.33M Hold
62,108
– – 0.03% 336
2020
Q4 		$3.33M Hold
62,108
– – 0.03% 336
2020
Q3 		$3.33M Hold
62,108
– – 0.03% 336
2020
Q2 		$3.33M Hold
62,108
– – 0.03% 336
2020
Q1 		$3.33M Hold
62,108
– – 0.03% 336
2019
Q4 		$3.33M Hold
62,108
– – 0.03% 336
2019
Q3 		$3.33M Hold
62,108
– – 0.03% 336
2019
Q2 		$3.33M Hold
62,108
– – 0.03% 336
2019
Q1 		$3.33M Buy
62,108
+58,014
+1,417% +$2.8M 0.03% 336
2018
Q4 		$187K Buy
4,094
+692
+20% +$30.8K ﹤0.01% 612
2018
Q3 		$160K Buy
3,402
+568
+20% +$26K ﹤0.01% 551
2018
Q2 		$122K Buy
2,834
+44
+2% +$1.98K ﹤0.01% 493
2018
Q1 		$122K Hold
2,790
– – ﹤0.01% 422
2017
Q4 		$122K Hold
2,790
– – 0.01% 404
2017
Q3 		$114K Sell
2,790
-70
-2% -$2.82K 0.01% 400
2017
Q2 		$111K Buy
2,860
+60
+2% +$2.25K 0.01% 375
2017
Q1 		$101K Buy
2,800
+200
+8% +$7.09K 0.01% 364
2016
Q4 		$90K Buy
2,600
+2,074
+394% +$73K 0.01% 365
2016
Q3 		$19K Hold
526
– – ﹤0.01% 553
2016
Q2 		$19K Hold
526
– – ﹤0.01% 475
2016
Q1 		$17K Buy
526
+400
+317% +$11.9K ﹤0.01% 460
2015
Q4 		$4K Hold
126
– – ﹤0.01% 538
2015
Q3 		$4K Buy
+126
New +$3.81K ﹤0.01% 514
2014
Q1 		– Sell
-9,000
Closed -$301K – 151
2013
Q4 		$301K Buy
9,000
+3,800
+73% +$125K 0.05% 152
2013
Q3 		$161K Buy
+5,200
New +$157K 0.04% 139

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aflac (AFL) stake by 44% in Q1 2026, selling an estimated $2.68M and leaving 30,336 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #984.

Carson Wealth (CWM LLC) first reported a position in AFL in Q3 2013 and has held it in 44 quarters since. The position peaked at $6.32M in Q3 2025. 1,660 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,336 shares of Aflac worth $3.33M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 24,157 Aflac shares in Q1 2026, an estimated $2.68M.
  • Aflac made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #984 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aflac in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Aflac position peaked at $6.32M in Q3 2025.
  • 1,660 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.