Oakwell Private Wealth Management’s Globe Life GL Stock Holding History

Oakwell Private Wealth Management’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$974K	Hold	7,001	–	–	0.17%	44
2025 Q4	$979K	Buy	7,001 +1	+0%	+$135	0.18%	48
2025 Q3	$1M	Hold	7,000	–	–	0.2%	43
2025 Q2	$870K	Hold	7,000	–	–	0.2%	41
2025 Q1	$922K	Hold	7,000	–	–	0.25%	37
2024 Q4	$781K	Hold	7,000	–	–	0.22%	38
2024 Q3	$741K	Hold	7,000	–	–	0.21%	39
2024 Q2	$576K	Buy	+7,000	New	+$580K	0.16%	44

Other funds holding GL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Oakwell Private Wealth Management's GL Position: Q1 2026 in Review

Oakwell Private Wealth Management held its Globe Life (GL) position steady in Q1 2026 at 7,001 shares worth $974K. The position accounts for 0.17% of the portfolio, ranked #44.

Oakwell Private Wealth Management first reported a position in GL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1M in Q3 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

Oakwell Private Wealth Management held 7,001 shares of Globe Life worth $974K as of Q1 2026.
Oakwell Private Wealth Management left its Globe Life share count unchanged in Q1 2026.
Globe Life made up 0.17% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #44 holding.
Oakwell Private Wealth Management first reported a position in Globe Life in Q2 2024 and has held it in 8 quarters since.
Oakwell Private Wealth Management's Globe Life position peaked at $1M in Q3 2025.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.