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Wellington Shields Capital Management’s Aflac AFL Stock Holding History

Wellington Shields 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 		$121K Hold
1,100
– – 0.02% 267
2025
Q4 		$121K Hold
1,100
– – 0.02% 261
2025
Q3 		$123K Hold
1,100
– – 0.02% 272
2025
Q2 		$116K Sell
1,100
-600
-35% -$63K 0.02% 264
2025
Q1 		$189K Hold
1,700
– – 0.03% 226
2024
Q4 		$176K Hold
1,700
– – 0.03% 241
2024
Q3 		$190K Hold
1,700
– – 0.03% 242
2024
Q2 		$152K Hold
1,700
– – 0.03% 245
2024
Q1 		$146K Hold
1,700
– – 0.03% 249
2023
Q4 		$140K Hold
1,700
– – 0.02% 241
2023
Q3 		$130K Hold
1,700
– – 0.02% 247
2023
Q2 		$119K Hold
1,700
– – 0.01% 244
2023
Q1 		$110K Hold
1,700
– – 0.01% 256
2022
Q4 		$122K Hold
1,700
– – 0.01% 251
2022
Q3 		$96K Hold
1,700
– – 0.02% 254
2022
Q2 		$94K Hold
1,700
– – 0.01% 257
2022
Q1 		$109K Buy
+1,700
New +$106K 0.01% 275
2018
Q1 		– Sell
-22,714
Closed -$997K – 327
2017
Q4 		$997K Sell
22,714
-1,588
-7% -$67.8K 0.15% 136
2017
Q3 		$989K Sell
24,302
-390
-2% -$15.7K 0.16% 130
2017
Q2 		$959K Sell
24,692
-588
-2% -$22.1K 0.16% 133
2017
Q1 		$915K Sell
25,280
-988
-4% -$35K 0.15% 144
2016
Q4 		$914K Sell
26,268
-388
-1% -$13.7K 0.15% 138
2016
Q3 		$958K Sell
26,656
-388
-1% -$14.1K 0.17% 133
2016
Q2 		$976K Sell
27,044
-14,788
-35% -$505K 0.17% 124
2016
Q1 		$1.32M Sell
41,832
-386
-0.9% -$11.5K 0.23% 90
2015
Q4 		$1.26M Sell
42,218
-11,492
-21% -$358K 0.21% 90
2015
Q3 		$1.56M Buy
53,710
+15,910
+42% +$481K 0.27% 69
2015
Q2 		$1.18M Buy
+37,800
New +$1.2M 0.18% 114

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

Wellington Shields Capital Management's AFL Position: Q1 2026 in Review

Wellington Shields Capital Management held its Aflac (AFL) position steady in Q1 2026 at 1,100 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #267.

Wellington Shields Capital Management first reported a position in AFL in Q2 2015 and has held it in 28 quarters since. The position peaked at $1.56M in Q3 2015. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • Wellington Shields Capital Management held 1,100 shares of Aflac worth $121K as of Q1 2026.
  • Wellington Shields Capital Management left its Aflac share count unchanged in Q1 2026.
  • Aflac made up 0.02% of Wellington Shields Capital Management's portfolio in Q1 2026, its #267 holding.
  • Wellington Shields Capital Management first reported a position in Aflac in Q2 2015 and has held it in 28 quarters since.
  • Wellington Shields Capital Management's Aflac position peaked at $1.56M in Q3 2015.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.