LBMC Investment Advisors’s Aflac AFL Stock Holding History

LBMC Investment Advisors’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	$5.78M	Hold	52,655	–	–	0.35%	43
2025 Q4	$5.81M	Hold	52,655	–	–	0.36%	40
2025 Q3	$5.88M	Hold	52,655	–	–	0.37%	39
2025 Q2	$5.55M	Hold	52,655	–	–	0.4%	37
2025 Q1	$5.85M	Sell	52,655 -250	-0.5%	-$26.5K	0.46%	35
2024 Q4	$5.47M	Hold	52,905	–	–	0.43%	35
2024 Q3	$5.91M	Hold	52,905	–	–	0.47%	31
2024 Q2	$4.72M	Hold	52,905	–	–	0.41%	33
2024 Q1	$4.54M	Sell	52,905 -1,645	-3%	-$135K	0.39%	31
2023 Q4	$4.5M	Sell	54,550 -968	-2%	-$78K	0.43%	29
2023 Q3	$4.19M	Sell	55,518 -132	-0.2%	-$9.8K	0.45%	27
2023 Q2	$3.88M	Hold	55,650	–	–	0.38%	30
2023 Q1	$3.59M	Hold	55,650	–	–	0.36%	30
2022 Q4	$4M	Hold	55,650	–	–	0.42%	27
2022 Q3	$3.13M	Sell	55,650 -500	-0.9%	-$29.4K	0.36%	27
2022 Q2	$3.11M	Hold	56,150	–	–	0.34%	29
2022 Q1	$3.62M	Hold	56,150	–	–	0.32%	32
2021 Q4	$3.28M	Hold	56,150	–	–	0.28%	32
2021 Q3	$2.93K	Hold	56,150	–	–	0.27%	33
2021 Q2	$3.01M	Hold	56,150	–	–	0.29%	33
2021 Q1	$2.87M	Hold	56,150	–	–	0.3%	31
2020 Q4	$2.5M	Hold	56,150	–	–	0.29%	32
2020 Q3	$2.04M	Hold	56,150	–	–	0.28%	34
2020 Q2	$2.02M	Hold	56,150	–	–	0.32%	28
2020 Q1	$1.92M	Buy	56,150 +2,176	+4%	+$99.4K	0.36%	23
2019 Q4	$2.85M	Hold	53,974	–	–	0.4%	22
2019 Q3	$2.82M	Sell	53,974 -84	-0.2%	-$4.43K	0.43%	22
2019 Q2	$2.96M	Sell	54,058 -238	-0.4%	-$12.3K	0.45%	21
2019 Q1	$2.71M	Buy	54,296 +36,798	+210%	+$1.77M	0.43%	24
2018 Q4	$797K	Buy	17,498 +11,233	+179%	+$499K	0.15%	37
2018 Q3	$295K	Buy	6,265 +23	+0.4%	+$1.05K	0.05%	79
2018 Q2	$269K	Buy	6,242 +24	+0.4%	+$1.08K	0.04%	86
2018 Q1	$272K	Buy	6,218 +24	+0.4%	+$1.06K	0.05%	71
2017 Q4	$272K	Buy	6,194 +20	+0.3%	+$854	0.04%	71
2017 Q3	$251K	Buy	6,174 +22	+0.4%	+$886	0.04%	68
2017 Q2	$239K	Buy	6,152 +22	+0.4%	+$827	0.04%	68
2017 Q1	$222K	Buy	6,130 +24	+0.4%	+$851	0.04%	72
2016 Q4	$212K	Buy	6,106 +24	+0.4%	+$845	0.04%	71
2016 Q3	$219K	Buy	6,082 +22	+0.4%	+$801	0.04%	72
2016 Q2	$219K	Buy	+6,060	New	+$207K	0.04%	63

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

LBMC Investment Advisors's AFL Position: Q1 2026 in Review

LBMC Investment Advisors held its Aflac (AFL) position steady in Q1 2026 at 52,655 shares worth $5.78M. The position accounts for 0.35% of the portfolio, ranked #43.

LBMC Investment Advisors first reported a position in AFL in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.91M in Q3 2024. 1,655 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

LBMC Investment Advisors held 52,655 shares of Aflac worth $5.78M as of Q1 2026.
LBMC Investment Advisors left its Aflac share count unchanged in Q1 2026.
Aflac made up 0.35% of LBMC Investment Advisors's portfolio in Q1 2026, its #43 holding.
LBMC Investment Advisors first reported a position in Aflac in Q2 2016 and has held it in 40 quarters since.
LBMC Investment Advisors's Aflac position peaked at $5.91M in Q3 2024.
1,655 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.