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LMG Wealth Partners’s Aflac AFL Stock Holding History

LMG Wealth Partners’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
Q2 		$6.42M Buy
54,752
+2,158
+4% +$248K 1.03% 33
2026
Q1 		$5.77M Buy
52,594
+877
+2% +$97.2K 1.05% 33
2025
Q4 		$5.7M Sell
51,717
-5,855
-10% -$645K 1.06% 30
2025
Q3 		$6.43M Buy
57,572
+53
+0.1% +$5.57K 1.2% 26
2025
Q2 		$6.07M Sell
57,519
-286
-0.5% -$30.1K 1.25% 25
2025
Q1 		$6.43M Buy
57,805
+79
+0.1% +$8.38K 1.43% 24
2024
Q4 		$5.97M Buy
57,726
+113
+0.2% +$12.3K 1.3% 26
2024
Q3 		$6.44M Sell
57,613
-2,264
-4% -$230K 1.47% 24
2024
Q2 		$5.35M Buy
59,877
+593
+1% +$51K 1.33% 26
2024
Q1 		$5.09M Sell
59,284
-12,467
-17% -$1.02M 1.28% 29
2023
Q4 		$5.92M Sell
71,751
-1,579
-2% -$127K 1.64% 22
2023
Q3 		$5.63M Sell
73,330
-402
-0.5% -$29.8K 1.71% 20
2023
Q2 		$5.15M Buy
73,732
+943
+1% +$63.1K 1.57% 22
2023
Q1 		$4.7M Buy
72,789
+1,579
+2% +$108K 1.52% 25
2022
Q4 		$5.16M Buy
+71,210
New +$4.77M 1.71% 21

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMG Wealth Partners's AFL Position: Q2 2026 in Review

LMG Wealth Partners increased its Aflac (AFL) stake by 4.1% in Q2 2026, buying an estimated $248K and bringing the position to 54,752 shares worth $6.42M. The position accounts for 1.03% of the portfolio, ranked #33.

LMG Wealth Partners first reported a position in AFL in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.44M in Q3 2024. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • LMG Wealth Partners held 54,752 shares of Aflac worth $6.42M as of Q2 2026.
  • LMG Wealth Partners bought 2,158 Aflac shares in Q2 2026, an estimated $248K.
  • Aflac made up 1.03% of LMG Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • LMG Wealth Partners first reported a position in Aflac in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Aflac position peaked at $6.44M in Q3 2024.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.