Wellington Shields & Co’s Aflac AFL Stock Holding History

Wellington Shields & Co’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 Q2	$1.57M	Hold	13,366	–	–	0.35%	62
2026 Q1	$1.47M	Sell	13,366 -500	-4%	-$55.4K	0.37%	64
2025 Q4	$1.53M	Hold	13,866	–	–	0.38%	59
2025 Q3	$1.55M	Sell	13,866 -272	-2%	-$28.6K	0.4%	60
2025 Q2	$1.49M	Buy	14,138 +800	+6%	+$84.1K	0.42%	59
2025 Q1	$1.48M	Hold	13,338	–	–	0.46%	50
2024 Q4	$1.38M	Buy	13,338 +5	+0%	+$545	0.42%	53
2024 Q3	$1.49M	Sell	13,333 -296	-2%	-$30.1K	0.45%	53
2024 Q2	$1.22M	Buy	13,629 +6	+0%	+$516	0.4%	59
2024 Q1	$1.17M	Buy	13,623 +6	+0%	+$492	0.39%	60
2023 Q4	$1.12M	Sell	13,617 -2,995	-18%	-$241K	0.41%	54
2023 Q3	$1.27M	Sell	16,612 -394	-2%	-$29.2K	0.32%	49
2023 Q2	$1.19M	Hold	17,006	–	–	0.28%	47
2023 Q1	$1.1M	Sell	17,006 -2,000	-11%	-$137K	0.25%	56
2022 Q4	$1.37M	Sell	19,006 -100	-0.5%	-$6.7K	0.31%	43
2022 Q3	$1.07M	Hold	19,106	–	–	0.47%	51
2022 Q2	$1.06M	Buy	19,106 +300	+2%	+$17.7K	0.26%	59
2022 Q1	$1.21M	Hold	18,806	–	–	0.4%	63
2021 Q4	$1.1M	Sell	18,806 -410	-2%	-$23K	0.22%	68
2021 Q3	$1M	Sell	19,216 -140	-0.7%	-$7.65K	0.35%	70
2021 Q2	$1.04M	Hold	19,356	–	–	0.34%	73
2021 Q1	$991K	Buy	19,356 +10,500	+119%	+$504K	0.36%	72
2020 Q4	$394K	Hold	8,856	–	–	0.14%	118
2020 Q3	$322K	Hold	8,856	–	–	0.14%	123
2020 Q2	$319K	Hold	8,856	–	–	0.14%	122
2020 Q1	$303K	Hold	8,856	–	–	0.17%	118
2019 Q4	$468K	Buy	+8,856	New	+$470K	0.21%	104
2019 Q3	–	Sell	-8,856	Closed	-$485K	–	94
2019 Q2	$485K	Hold	8,856	–	–	0.23%	103
2019 Q1	$443K	Hold	8,856	–	–	0.23%	104
2018 Q4	$403K	Hold	8,856	–	–	0.23%	102
2018 Q3	$417K	Sell	8,856 -400	-4%	-$18.3K	0.23%	91
2018 Q2	$398K	Hold	9,256	–	–	0.21%	94
2018 Q1	$405K	Hold	9,256	–	–	0.22%	94
2017 Q4	$406K	Hold	9,256	–	–	0.22%	98
2017 Q3	$377K	Hold	9,256	–	–	0.12%	93
2017 Q2	$360K	Hold	9,256	–	–	0.12%	91
2017 Q1	$335K	Sell	9,256 -2,056	-18%	-$72.9K	0.1%	89
2016 Q4	$394K	Hold	11,312	–	–	0.21%	74
2016 Q3	$406K	Hold	11,312	–	–	0.21%	69
2016 Q2	$408K	Hold	11,312	–	–	0.25%	63
2016 Q1	$357K	Hold	11,312	–	–	0.24%	62
2015 Q4	$339K	Hold	11,312	–	–	0.23%	67
2015 Q3	$329K	Hold	11,312	–	–	0.25%	64
2015 Q2	$352K	Hold	11,312	–	–	0.12%	71
2015 Q1	$362K	Sell	11,312 -200	-2%	-$6.1K	0.21%	69
2014 Q4	$352K	Hold	11,512	–	–	0.2%	74
2014 Q3	$335K	Sell	11,512 -400	-3%	-$12.2K	0.21%	75
2014 Q2	$371K	Hold	11,912	–	–	0.23%	78
2014 Q1	$375K	Sell	11,912 -200	-2%	-$6.36K	0.24%	75
2013 Q4	$405K	Buy	12,112 +2,000	+20%	+$65.6K	0.27%	70
2013 Q3	$313K	Sell	10,112 -500	-5%	-$15.1K	0.25%	80
2013 Q2	$308K	Buy	+10,612	New	+$288K	0.01%	91

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Shields & Co's AFL Position: Q2 2026 in Review

Wellington Shields & Co held its Aflac (AFL) position steady in Q2 2026 at 13,366 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #62.

Wellington Shields & Co first reported a position in AFL in Q2 2013 and has held it in 52 quarters since. 1,694 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

Wellington Shields & Co held 13,366 shares of Aflac worth $1.57M as of Q2 2026.
Wellington Shields & Co left its Aflac share count unchanged in Q2 2026.
Aflac made up 0.35% of Wellington Shields & Co's portfolio in Q2 2026, its #62 holding.
Wellington Shields & Co first reported a position in Aflac in Q2 2013 and has held it in 52 quarters since.
1,694 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.