Eads & Heald Wealth Management’s Aflac AFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.67M | Sell |
24,329
-133
| -0.5% | -$14.7K | 1.33% | 18 |
|
|
2025
Q4 | $2.7M | Sell |
24,462
-1,056
| -4% | -$116K | 1.3% | 20 |
|
|
2025
Q3 | $2.85M | Sell |
25,518
-205
| -0.8% | -$21.5K | 1.36% | 17 |
|
|
2025
Q2 | $2.71M | Sell |
25,723
-845
| -3% | -$88.8K | 1.34% | 19 |
|
|
2025
Q1 | $2.95M | Sell |
26,568
-1,269
| -5% | -$135K | 1.5% | 10 |
|
|
2024
Q4 | $2.88M | Sell |
27,837
-839
| -3% | -$91.5K | 1.42% | 14 |
|
|
2024
Q3 | $3.21M | Sell |
28,676
-3,462
| -11% | -$352K | 1.52% | 7 |
|
|
2024
Q2 | $2.87M | Sell |
32,138
-331
| -1% | -$28.5K | 1.39% | 13 |
|
|
2024
Q1 | $2.79M | Sell |
32,469
-3,082
| -9% | -$253K | 1.3% | 18 |
|
|
2023
Q4 | $2.93M | Sell |
35,551
-1,687
| -5% | -$136K | 1.41% | 13 |
|
|
2023
Q3 | $2.86M | Sell |
37,238
-1,821
| -5% | -$135K | 1.5% | 4 |
|
|
2023
Q2 | $2.73M | Sell |
39,059
-1,742
| -4% | -$117K | 1.34% | 17 |
|
|
2023
Q1 | $2.63M | Sell |
40,801
-377
| -0.9% | -$25.8K | 1.3% | 17 |
|
|
2022
Q4 | $2.96M | Sell |
41,178
-990
| -2% | -$66.3K | 1.51% | 4 |
|
|
2022
Q3 | $2.37M | Sell |
42,168
-355
| -0.8% | -$20.9K | 1.34% | 11 |
|
|
2022
Q2 | $2.35M | Sell |
42,523
-535
| -1% | -$31.6K | 1.27% | 15 |
|
|
2022
Q1 | $2.77M | Sell |
43,058
-554
| -1% | -$34.7K | 1.29% | 14 |
|
|
2021
Q4 | $2.55M | Buy |
43,612
+735
| +2% | +$41.2K | 1.11% | 35 |
|
|
2021
Q3 | $2.23M | Buy |
42,877
+190
| +0.4% | +$10.4K | 1.08% | 36 |
|
|
2021
Q2 | $2.29M | Sell |
42,687
-720
| -2% | -$39.3K | 1.12% | 31 |
|
|
2021
Q1 | $2.22M | Sell |
43,407
-30
| -0.1% | -$1.44K | 1.14% | 31 |
|
|
2020
Q4 | $1.93M | Buy |
43,437
+438
| +1% | +$17.9K | 1.04% | 39 |
|
|
2020
Q3 | $1.56M | Sell |
42,999
-2,859
| -6% | -$104K | 0.94% | 51 |
|
|
2020
Q2 | $1.65M | Buy |
45,858
+501
| +1% | +$18.1K | 1% | 47 |
|
|
2020
Q1 | $1.55M | Sell |
45,357
-260
| -0.6% | -$11.9K | 1.1% | 37 |
|
|
2019
Q4 | $2.41M | Buy |
45,617
+107
| +0.2% | +$5.68K | 1.28% | 21 |
|
|
2019
Q3 | $2.38M | Sell |
45,510
-310
| -0.7% | -$16.4K | 1.33% | 21 |
|
|
2019
Q2 | $2.51M | Sell |
45,820
-413
| -0.9% | -$21.3K | 1.42% | 11 |
|
|
2019
Q1 | $2.31M | Sell |
46,233
-1,738
| -4% | -$83.8K | 1.34% | 16 |
|
|
2018
Q4 | $2.19M | Sell |
47,971
-593
| -1% | -$26.4K | 1.46% | 9 |
|
|
2018
Q3 | $2.29M | Sell |
48,564
-446
| -0.9% | -$20.4K | 1.31% | 18 |
|
|
2018
Q2 | $2.11M | Buy |
49,010
+320
| +0.7% | +$14.4K | 1.3% | 18 |
|
|
2018
Q1 | $2.13M | Sell |
48,690
-1,520
| -3% | -$67.3K | 1.35% | 13 |
|
|
2017
Q4 | $2.2M | Sell |
50,210
-798
| -2% | -$34.1K | 1.3% | 17 |
|
|
2017
Q3 | $2.08M | Sell |
51,008
-472
| -0.9% | -$19K | 1.29% | 17 |
|
|
2017
Q2 | $2M | Sell |
51,480
-1,872
| -4% | -$70.3K | 1.28% | 21 |
|
|
2017
Q1 | $1.93M | Buy |
53,352
+774
| +1% | +$27.4K | 1.25% | 22 |
|
|
2016
Q4 | $1.83M | Buy |
52,578
+710
| +1% | +$25K | 1.25% | 21 |
|
|
2016
Q3 | $1.86M | Sell |
51,868
-592
| -1% | -$21.5K | 1.28% | 21 |
|
|
2016
Q2 | $1.89M | Sell |
52,460
-1,818
| -3% | -$62.1K | 1.3% | 17 |
|
|
2016
Q1 | $1.71M | Sell |
54,278
-1,320
| -2% | -$39.2K | 1.19% | 32 |
|
|
2015
Q4 | $1.67M | Sell |
55,598
-506
| -0.9% | -$15.8K | 1.15% | 32 |
|
|
2015
Q3 | $1.63M | Sell |
56,104
-1,190
| -2% | -$36K | 1.16% | 30 |
|
|
2015
Q2 | $1.78M | Buy |
57,294
+206
| +0.4% | +$6.52K | 1.17% | 30 |
|
|
2015
Q1 | $1.83M | Sell |
57,088
-2,700
| -5% | -$82.4K | 1.17% | 30 |
|
|
2014
Q4 | $1.83M | Sell |
59,788
-454
| -0.8% | -$13.4K | 1.16% | 34 |
|
|
2014
Q3 | $1.75M | Sell |
60,242
-1,648
| -3% | -$50.2K | 1.19% | 36 |
|
|
2014
Q2 | $1.93M | Sell |
61,890
-5,278
| -8% | -$165K | 1.28% | 30 |
|
|
2014
Q1 | $2.12M | Buy |
67,168
+562
| +0.8% | +$17.9K | 1.39% | 23 |
|
|
2013
Q4 | $2.23M | Sell |
66,606
-116
| -0.2% | -$3.81K | 1.48% | 14 |
|
|
2013
Q3 | $2.07M | Sell |
66,722
-6,352
| -9% | -$191K | 1.48% | 9 |
|
|
2013
Q2 | $2.12M | Buy |
+73,074
| New | +$1.98M | 1.5% | 12 |
|
Other funds holding AFL
JPH
VCM
VPM
Eads & Heald Wealth Management's AFL Position: Q1 2026 in Review
Eads & Heald Wealth Management reduced its Aflac (AFL) stake by 0.54% in Q1 2026, selling an estimated $14.7K and leaving 24,329 shares worth $2.67M. The position accounts for 1.33% of the portfolio, ranked #18.
Eads & Heald Wealth Management first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.21M in Q3 2024. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Eads & Heald Wealth Management held 24,329 shares of Aflac worth $2.67M as of Q1 2026.
- Eads & Heald Wealth Management sold 133 Aflac shares in Q1 2026, an estimated $14.7K.
- Aflac made up 1.33% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #18 holding.
- Eads & Heald Wealth Management first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
- Eads & Heald Wealth Management's Aflac position peaked at $3.21M in Q3 2024.
- 1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.