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
2014
Q1 		– Sell
-90
Closed -$16K – 150
2013
Q4 		$16K Buy
+90
New +$2.95K ﹤0.01% 393

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

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. 1,657 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.
  • 1,657 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.