Kelly Lawrence W & Associates’s Aflac AFL Stock Holding History

Kelly Lawrence W & Associates’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	$5.02M	Sell	45,742 -1,419	-3%	-$157K	1.4%	24
2025 Q4	$5.2M	Hold	47,161	–	–	1.27%	25
2025 Q3	$5.27M	Sell	47,161 -650	-1%	-$68.3K	1.28%	25
2025 Q2	$5.04M	Sell	47,811 -2,143	-4%	-$225K	1.32%	22
2025 Q1	$5.55M	Sell	49,954 -600	-1%	-$63.6K	1.35%	24
2024 Q4	$5.23M	Hold	50,554	–	–	1.22%	26
2024 Q3	$5.65M	Sell	50,554 -1,426	-3%	-$145K	1.27%	26
2024 Q2	$4.64M	Sell	51,980 -1,635	-3%	-$141K	1.06%	28
2024 Q1	$4.6M	Sell	53,615 -1,800	-3%	-$148K	1.05%	28
2023 Q4	$4.57M	Sell	55,415 -500	-0.9%	-$40.3K	1.1%	28
2023 Q3	$4.29M	Sell	55,915 -125	-0.2%	-$9.28K	1.15%	28
2023 Q2	$3.8M	Sell	56,040 -250	-0.4%	-$16.7K	0.98%	29
2023 Q1	$3.63M	Sell	56,290 -800	-1%	-$54.8K	0.98%	30
2022 Q4	$4.11M	Sell	57,090 -8,666	-13%	-$580K	1.17%	26
2022 Q3	$3.69M	Hold	65,756	–	–	1.03%	26
2022 Q2	$3.64M	Sell	65,756 -125	-0.2%	-$7.38K	1%	28
2022 Q1	$4.24M	Buy	65,881 +56	+0.1%	+$3.51K	0.91%	29
2021 Q4	$3.84M	Sell	65,825 -156	-0.2%	-$8.74K	0.76%	30
2021 Q3	$3.44M	Sell	65,981 -194	-0.3%	-$10.6K	0.73%	33
2021 Q2	$3.55M	Sell	66,175 -156	-0.2%	-$8.51K	0.76%	32
2021 Q1	$3.4M	Buy	66,331 +11,188	+20%	+$537K	0.8%	32
2020 Q4	$2.45M	Sell	55,143 -11,188	-17%	-$458K	0.97%	27
2020 Q3	$2.41M	Hold	66,331	–	–	0.72%	27
2020 Q2	$2.39M	Buy	66,331 +525	+0.8%	+$19K	0.49%	31
2020 Q1	$2.25M	Hold	65,806	–	–	0.55%	32
2019 Q4	$3.48M	Hold	65,806	–	–	0.55%	36
2019 Q3	$3.44M	Hold	65,806	–	–	0.57%	36
2019 Q2	$3.61M	Sell	65,806 -1,280	-2%	-$66K	0.62%	35
2019 Q1	$3.35M	Hold	67,086	–	–	0.61%	35
2018 Q4	$3.06M	Sell	67,086 -4,532	-6%	-$201K	0.66%	34
2018 Q3	$3.37M	Buy	71,618 +350	+0.5%	+$16K	0.55%	38
2018 Q2	$3.07M	Sell	71,268 -1,980	-3%	-$88.9K	0.56%	39
2018 Q1	$3.21M	Sell	73,248 -127,300	-63%	-$5.63M	0.61%	38
2017 Q4	$8.8M	Sell	200,548 -422	-0.2%	-$18K	1.62%	24
2017 Q3	$8.18M	Hold	200,970	–	–	1.56%	26
2017 Q2	$7.8M	Hold	200,970	–	–	1.54%	27
2017 Q1	$7.28M	Sell	200,970 -1,400	-0.7%	-$49.6K	1.5%	30
2016 Q4	$7.04M	Sell	202,370 -798	-0.4%	-$28.1K	1.56%	28
2016 Q3	$7.3M	Hold	203,168	–	–	1.56%	32
2016 Q2	$7.33M	Sell	203,168 -300	-0.1%	-$10.2K	1.69%	30
2016 Q1	$6.42M	Sell	203,468 -900	-0.4%	-$26.7K	1.61%	27
2015 Q4	$6.12M	Buy	204,368 +14,076	+7%	+$438K	1.38%	31
2015 Q3	$5.53M	Sell	190,292 -8,720	-4%	-$264K	1.28%	34
2015 Q2	$6.19M	Buy	199,012 +123,800	+165%	+$3.92M	1.23%	34
2015 Q1	$2.41M	Hold	75,212	–	–	0.52%	39
2014 Q4	$2.3M	Sell	75,212 -9,846	-12%	-$291K	0.48%	40
2014 Q3	$2.48M	Sell	85,058 -5,198	-6%	-$158K	0.53%	41
2014 Q2	$2.81M	Sell	90,256 -150	-0.2%	-$4.68K	0.6%	40
2014 Q1	$2.85M	Sell	90,406 -3,324	-4%	-$106K	0.65%	37
2013 Q4	$3.13M	Sell	93,730 -6,934	-7%	-$227K	0.7%	36
2013 Q3	$3.12M	Buy	100,664 +960	+1%	+$28.9K	0.74%	37
2013 Q2	$2.9M	Buy	+99,704	New	+$2.7M	0.74%	37

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

Kelly Lawrence W & Associates's AFL Position: Q1 2026 in Review

Kelly Lawrence W & Associates reduced its Aflac (AFL) stake by 3% in Q1 2026, selling an estimated $157K and leaving 45,742 shares worth $5.02M. The position accounts for 1.4% of the portfolio, ranked #24.

Kelly Lawrence W & Associates first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.8M in Q4 2017. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Kelly Lawrence W & Associates held 45,742 shares of Aflac worth $5.02M as of Q1 2026.
Kelly Lawrence W & Associates sold 1,419 Aflac shares in Q1 2026, an estimated $157K.
Aflac made up 1.4% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #24 holding.
Kelly Lawrence W & Associates first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
Kelly Lawrence W & Associates's Aflac position peaked at $8.8M in Q4 2017.
1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.