Laidlaw Wealth Management’s Aflac AFL Stock Holding History

Laidlaw 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	$209K	Hold	1,902	–	–	0.72%	40
2025 Q4	$210K	Hold	1,902	–	–	0.65%	43
2025 Q3	$212K	Hold	1,902	–	–	0.51%	48
2025 Q2	$201K	Hold	1,902	–	–	0.58%	45
2025 Q1	$211K	Buy	+1,902	New	+$202K	0.62%	45
2024 Q4	–	Sell	-1,972	Closed	-$220K	–	180
2024 Q3	$220K	Buy	+1,972	New	+$200K	0.11%	158
2023 Q3	–	Sell	-3,660	Closed	-$255K	–	270
2023 Q2	$255K	Hold	3,660	–	–	0.05%	289
2023 Q1	$236K	Sell	3,660 -5,725	-61%	-$392K	0.05%	302
2022 Q4	$675K	Buy	9,385 +165	+2%	+$11K	0.14%	161
2022 Q3	$518K	Sell	9,220 -1,477	-14%	-$86.9K	0.12%	173
2022 Q2	$592K	Sell	10,697 -1,084	-9%	-$64K	0.12%	180
2022 Q1	$759K	Buy	+11,781	New	+$738K	0.13%	165

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

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

Laidlaw Wealth Management held its Aflac (AFL) position steady in Q1 2026 at 1,902 shares worth $209K. The position accounts for 0.72% of the portfolio, ranked #40.

Laidlaw Wealth Management first reported a position in AFL in Q1 2022 and has held it in 12 quarters since. The position peaked at $759K in Q1 2022. 1,652 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

Laidlaw Wealth Management held 1,902 shares of Aflac worth $209K as of Q1 2026.
Laidlaw Wealth Management left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.72% of Laidlaw Wealth Management's portfolio in Q1 2026, its #40 holding.
Laidlaw Wealth Management first reported a position in Aflac in Q1 2022 and has held it in 12 quarters since.
Laidlaw Wealth Management's Aflac position peaked at $759K in Q1 2022.
1,652 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.