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Shelton Capital Management’s Aflac AFL Stock Holding History

Shelton Capital 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 		$22.6M Sell
206,419
-207,950
-50% -$23M 0.5% 44
2025
Q4 		$45.7M Buy
414,369
+226,775
+121% +$25M 0.9% 19
2025
Q3 		$21M Buy
187,594
+8,707
+5% +$915K 0.45% 49
2025
Q2 		$18.9M Sell
178,887
-154,322
-46% -$16.2M 0.43% 46
2025
Q1 		$37M Buy
333,209
+207,708
+166% +$22M 0.88% 16
2024
Q4 		$13M Buy
125,501
+70,001
+126% +$7.63M 0.32% 74
2024
Q3 		$6.2M Buy
55,500
+31,254
+129% +$3.18M 0.16% 131
2024
Q2 		$2.17M Buy
24,246
+21,100
+671% +$1.81M 0.06% 238
2024
Q1 		$270K Hold
3,146
– – 0.01% 577
2023
Q4 		$260K Sell
3,146
-303
-9% -$24.4K 0.01% 567
2023
Q3 		$265K Sell
3,449
-14,000
-80% -$1.04M 0.01% 529
2023
Q2 		$1.22M Sell
17,449
-14,000
-45% -$937K 0.04% 257
2023
Q1 		$2.03M Buy
31,449
+3,449
+12% +$236K 0.08% 205
2022
Q4 		$2.01M Sell
28,000
-29,241
-51% -$1.96M 0.21% 162
2022
Q3 		$3.22M Sell
57,241
-28,825
-33% -$1.7M 0.15% 148
2022
Q2 		$4.76M Buy
86,066
+36,000
+72% +$2.12M 0.21% 104
2022
Q1 		$3.22M Buy
50,066
+46,000
+1,131% +$2.88M 0.12% 179
2021
Q4 		$237K Hold
4,066
– – 0.01% 699
2021
Q3 		$212K Sell
4,066
-312
-7% -$17.1K 0.01% 741
2021
Q2 		$235K Hold
4,378
– – 0.01% 697
2021
Q1 		$224K Buy
+4,378
New +$210K 0.01% 709
2020
Q4 		– Sell
-92,090
Closed -$3.35M – 730
2020
Q3 		$3.35M Sell
92,090
-9,238
-9% -$336K 0.14% 169
2020
Q2 		$3.65M Sell
101,328
-6,000
-6% -$217K 0.2% 100
2020
Q1 		$3.67M Buy
107,328
+102,100
+1,953% +$4.67M 0.27% 76
2019
Q4 		$277K Sell
5,228
-633
-11% -$33.6K 0.02% 566
2019
Q3 		$307K Hold
5,861
– – 0.02% 518
2019
Q2 		$321K Buy
5,861
+5,516
+1,599% +$284K 0.02% 492
2019
Q1 		$6.89K Sell
345
-6,545
-95% -$315K 0.03% 501
2018
Q4 		$314K Hold
6,890
– – 0.02% 460
2018
Q3 		$324K Hold
6,890
– – 0.02% 547
2018
Q2 		$296K Hold
6,890
– – 0.02% 572
2018
Q1 		$302K Hold
6,890
– – 0.02% 552
2017
Q4 		$302K Sell
6,890
-3,600
-34% -$154K 0.02% 572
2017
Q3 		$427K Sell
10,490
-129,800
-93% -$5.23M 0.03% 417
2017
Q2 		$5.45M Buy
140,290
+23,812
+20% +$895K 0.39% 56
2017
Q1 		$4.22M Buy
116,478
+34,400
+42% +$1.22M 0.29% 69
2016
Q4 		$2.86M Buy
82,078
+51,600
+169% +$1.82M 0.22% 94
2016
Q3 		$1.09M Buy
30,478
+7,988
+36% +$291K 0.09% 198
2016
Q2 		$811K Buy
22,490
+14,400
+178% +$492K 0.07% 240
2016
Q1 		$255K Sell
8,090
-400
-5% -$11.9K 0.02% 631
2015
Q4 		$254K Buy
8,490
+400
+5% +$12.5K 0.02% 616
2015
Q3 		$235K Sell
8,090
-5,000
-38% -$151K 0.03% 635
2015
Q2 		$407K Hold
13,090
– – 0.04% 450
2015
Q1 		$419K Buy
13,090
+800
+7% +$24.4K 0.05% 449
2014
Q4 		$375K Hold
12,290
– – 0.04% 491
2014
Q3 		$358K Buy
12,290
+5,400
+78% +$164K 0.05% 474
2014
Q2 		$214K Hold
6,890
– – 0.03% 724
2014
Q1 		$217K Hold
6,890
– – 0.03% 680
2013
Q4 		$230K Hold
6,890
– – 0.03% 636
2013
Q3 		$214K Sell
6,890
-400
-5% -$12K 0.04% 619
2013
Q2 		$212K Buy
+7,290
New +$198K 0.04% 583

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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

Shelton Capital Management's AFL Position: Q1 2026 in Review

Shelton Capital Management reduced its Aflac (AFL) stake by 50% in Q1 2026, selling an estimated $23M and leaving 206,419 shares worth $22.6M. The position accounts for 0.5% of the portfolio, ranked #44.

Shelton Capital Management first reported a position in AFL in Q2 2013 and has held it in 51 quarters since. The position peaked at $45.7M in Q4 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Shelton Capital Management held 206,419 shares of Aflac worth $22.6M as of Q1 2026.
  • Shelton Capital Management sold 207,950 Aflac shares in Q1 2026, an estimated $23M.
  • Aflac made up 0.5% of Shelton Capital Management's portfolio in Q1 2026, its #44 holding.
  • Shelton Capital Management first reported a position in Aflac in Q2 2013 and has held it in 51 quarters since.
  • Shelton Capital Management's Aflac position peaked at $45.7M in Q4 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.