MTM Investment Management’s Aflac AFL Stock Holding History

MTM Investment 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	$496K	Hold	4,522	–	–	0.16%	126
2025 Q4	$499K	Hold	4,522	–	–	0.16%	123
2025 Q3	$505K	Sell	4,522 -28	-0.6%	-$2.94K	0.16%	127
2025 Q2	$480K	Buy	4,550 +227	+5%	+$23.9K	0.16%	129
2025 Q1	$486K	Hold	4,323	–	–	0.19%	124
2024 Q4	$447K	Buy	4,323 +29	+0.7%	+$3.16K	0.17%	124
2024 Q3	$495K	Sell	4,294 -1,401	-25%	-$142K	0.19%	117
2024 Q2	$509K	Buy	5,695 +5	+0.1%	+$430	0.21%	108
2024 Q1	$489K	Buy	5,690 +34	+0.6%	+$2.79K	0.2%	112
2023 Q4	$467K	Buy	5,656 +5	+0.1%	+$403	0.21%	108
2023 Q3	$434K	Buy	5,651 +1,170	+26%	+$86.9K	0.22%	104
2023 Q2	$313K	Buy	4,481 +6	+0.1%	+$402	0.15%	131
2023 Q1	$289K	Buy	4,475 +6	+0.1%	+$411	0.15%	139
2022 Q4	$322K	Buy	4,469 +5	+0.1%	+$335	0.17%	124
2022 Q3	$251K	Buy	4,464 +6	+0.1%	+$353	0.14%	147
2022 Q2	$251K	Buy	4,458 +1,007	+29%	+$59.4K	0.14%	149
2022 Q1	$222K	Buy	3,451 +6	+0.2%	+$376	0.11%	167
2021 Q4	$201K	Buy	+3,445	New	+$193K	0.1%	189
2021 Q3	–	Sell	-3,813	Closed	-$205K	–	267
2021 Q2	$205K	Buy	+3,813	New	+$208K	0.11%	162

Other funds holding AFL

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return