Montag & Associates’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 | $1.55M | Sell |
14,101
-10
| -0.1% | -$1.11K | 0.07% | 195 |
|
|
2025
Q4 | $1.56M | Sell |
14,111
-25
| -0.2% | -$2.75K | 0.07% | 183 |
|
|
2025
Q3 | $1.58M | Buy |
14,136
+35
| +0.2% | +$3.68K | 0.07% | 190 |
|
|
2025
Q2 | $1.49M | Hold |
14,101
| – | – | 0.07% | 195 |
|
|
2025
Q1 | $1.57M | Sell |
14,101
-10
| -0.1% | -$1.06K | 0.08% | 190 |
|
|
2024
Q4 | $1.46M | Buy |
14,111
+10
| +0.1% | +$1.09K | 0.07% | 209 |
|
|
2024
Q3 | $1.58M | Hold |
14,101
| – | – | 0.07% | 200 |
|
|
2024
Q2 | $1.26M | Buy |
14,101
+554
| +4% | +$47.6K | 0.06% | 205 |
|
|
2024
Q1 | $1.16M | Hold |
13,547
| – | – | 0.06% | 227 |
|
|
2023
Q4 | $1.12M | Hold |
13,547
| – | – | 0.06% | 214 |
|
|
2023
Q3 | $1.04M | Hold |
13,547
| – | – | 0.07% | 213 |
|
|
2023
Q2 | $946K | Hold |
13,547
| – | – | 0.06% | 219 |
|
|
2023
Q1 | $874K | Hold |
13,547
| – | – | 0.06% | 220 |
|
|
2022
Q4 | $975K | Hold |
13,547
| – | – | 0.07% | 204 |
|
|
2022
Q3 | $761K | Buy |
13,547
+2,900
| +27% | +$171K | 0.05% | 228 |
|
|
2022
Q2 | $589K | Buy |
10,647
+642
| +6% | +$37.9K | 0.04% | 246 |
|
|
2022
Q1 | $644K | Hold |
10,005
| – | – | 0.03% | 264 |
|
|
2021
Q4 | $584K | Sell |
10,005
-2,000
| -17% | -$112K | 0.03% | 280 |
|
|
2021
Q3 | $626K | Sell |
12,005
-2,226
| -16% | -$122K | 0.03% | 273 |
|
|
2021
Q2 | $764K | Hold |
14,231
| – | – | 0.04% | 253 |
|
|
2021
Q1 | $728K | Buy |
14,231
+2,226
| +19% | +$107K | 0.04% | 247 |
|
|
2020
Q4 | $534K | Buy |
+12,005
| New | +$491K | 0.03% | 269 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$212K | – | 284 |
|
|
2019
Q4 | $212K | Hold |
4,000
| – | – | 0.02% | 289 |
|
|
2019
Q3 | $209K | Hold |
4,000
| – | – | 0.02% | 288 |
|
|
2019
Q2 | $219K | Hold |
4,000
| – | – | 0.02% | 289 |
|
|
2019
Q1 | $200K | Buy |
+4,000
| New | +$193K | 0.02% | 296 |
|
|
2016
Q4 | – | Sell |
-6,984
| Closed | -$251K | – | 239 |
|
|
2016
Q3 | $251K | Buy |
+6,984
| New | +$254K | 0.03% | 223 |
|
|
2014
Q3 | – | Sell |
-35,500
| Closed | -$1.1M | – | 237 |
|
|
2014
Q2 | $1.1M | Hold |
35,500
| – | – | 0.18% | 132 |
|
|
2014
Q1 | $1.12M | Sell |
35,500
-2,200
| -6% | -$69.9K | 0.19% | 124 |
|
|
2013
Q4 | $1.26M | Hold |
37,700
| – | – | 0.22% | 114 |
|
|
2013
Q3 | $1.17M | Hold |
37,700
| – | – | 0.22% | 117 |
|
|
2013
Q2 | $1.1M | Buy |
+37,700
| New | +$1.02M | 0.22% | 113 |
|
Other funds holding AFL
JPH
VCM
VPM
Montag & Associates's AFL Position: Q1 2026 in Review
Montag & Associates reduced its Aflac (AFL) stake by 0.07% in Q1 2026, selling an estimated $1.11K and leaving 14,101 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #195.
Montag & Associates first reported a position in AFL in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.58M in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.
- Montag & Associates held 14,101 shares of Aflac worth $1.55M as of Q1 2026.
- Montag & Associates sold 10 Aflac shares in Q1 2026, an estimated $1.11K.
- Aflac made up 0.07% of Montag & Associates's portfolio in Q1 2026, its #195 holding.
- Montag & Associates first reported a position in Aflac in Q2 2013 and has held it in 32 quarters since.
- Montag & Associates's Aflac position peaked at $1.58M in Q3 2025.
- 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.
Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.