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Welch Group’s Annaly Capital Management NLY Stock Holding History

Welch Group’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,671
Closed -$328K – 325
2025
Q4 		$328K Hold
14,671
– – 0.01% 228
2025
Q3 		$297K Hold
14,671
– – 0.01% 227
2025
Q2 		$276K Buy
14,671
+198
+1% +$3.77K 0.01% 212
2025
Q1 		$299K Buy
+14,473
New +$298K 0.01% 200
2024
Q4 		– Sell
-15,818
Closed -$317K – 278
2024
Q3 		$317K Buy
15,818
+191
+1% +$3.83K 0.01% 200
2024
Q2 		$298K Buy
15,627
+194
+1% +$3.77K 0.01% 197
2024
Q1 		$304K Buy
15,433
+186
+1% +$3.59K 0.02% 176
2023
Q4 		$295K Buy
+15,247
New +$272K 0.02% 177
2023
Q1 		– Sell
-9,747
Closed -$205K – 223
2022
Q4 		$205K Buy
+9,747
New +$192K 0.01% 202
2022
Q3 		– Sell
-9,747
Closed -$230K – 196
2022
Q2 		$230K Hold
9,747
– – 0.01% 179
2022
Q1 		$274K Hold
9,747
– – 0.02% 171
2021
Q4 		$305K Hold
9,747
– – 0.02% 170
2021
Q3 		$328K Hold
9,747
– – 0.02% 138
2021
Q2 		$346K Hold
9,747
– – 0.02% 132
2021
Q1 		$335K Sell
9,747
-229
-2% -$7.76K 0.02% 133
2020
Q4 		$337K Buy
+9,976
New +$309K 0.03% 112

Other funds holding NLY

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Welch Group's NLY Position: Q1 2026 in Review

Welch Group sold out of Annaly Capital Management (NLY) in Q1 2026, closing a stake of 14,671 shares — an estimated $328K sold.

Welch Group first reported a position in NLY in Q4 2020 and held it in 16 quarters. The position peaked at $346K in Q2 2021. 770 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Welch Group reported no remaining Annaly Capital Management position as of Q1 2026 after selling out during the quarter.
  • Welch Group sold 14,671 Annaly Capital Management shares in Q1 2026, an estimated $328K.
  • Welch Group first reported a position in Annaly Capital Management in Q4 2020 and held it in 16 quarters.
  • Welch Group's Annaly Capital Management position peaked at $346K in Q2 2021.
  • 770 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.