WMS Partners’s Aflac AFL Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-9,729	Closed	-$1.01M	–	10
2024 Q4	$1.01M	Buy	9,729 +51	+0.5%	+$5.56K	0.06%	121
2024 Q3	$1.08M	Buy	9,678 +1,799	+23%	+$183K	0.06%	116
2024 Q2	$704K	Sell	7,879 -42	-0.5%	-$3.61K	0.05%	124
2024 Q1	$680K	Buy	7,921 +88	+1%	+$7.21K	0.05%	132
2023 Q4	$646K	Buy	7,833 +172	+2%	+$13.9K	0.05%	128
2023 Q3	$588K	Sell	7,661 -77	-1%	-$5.72K	0.05%	138
2023 Q2	$540K	Buy	7,738 +8	+0.1%	+$535	0.04%	152
2023 Q1	$499K	Buy	7,730 +1	+0%	+$68	0.04%	153
2022 Q4	$556K	Hold	7,729	–	–	0.06%	144
2022 Q3	$434K	Buy	7,729 +71	+0.9%	+$4.18K	0.06%	148
2022 Q2	$424K	Buy	7,658 +1	+0%	+$59	0.07%	151
2022 Q1	$493K	Buy	7,657 +2,501	+49%	+$157K	0.07%	140
2021 Q4	$301K	Sell	5,156 -627	-11%	-$35.1K	0.06%	158
2021 Q3	$301K	Buy	5,783 +4	+0.1%	+$219	0.04%	214
2021 Q2	$310K	Buy	5,779 +4	+0.1%	+$218	0.05%	197
2021 Q1	$296K	Sell	5,775 -5,595	-49%	-$268K	0.07%	175
2020 Q4	$506K	Hold	11,370	–	–	0.09%	123
2020 Q3	$413K	Buy	11,370 +1,466	+15%	+$53.4K	0.08%	137
2020 Q2	$357K	Sell	9,904 -200	-2%	-$7.22K	0.07%	144
2020 Q1	$346K	Hold	10,104	–	–	0.1%	124
2019 Q4	$535K	Sell	10,104 -65	-0.6%	-$3.45K	0.12%	111
2019 Q3	$532K	Buy	10,169 +439	+5%	+$23.2K	0.13%	102
2019 Q2	$533K	Sell	9,730 -4,616	-32%	-$238K	0.13%	100
2019 Q1	$717K	Hold	14,346	–	–	0.18%	77
2018 Q4	$654K	Hold	14,346	–	–	0.18%	79
2018 Q3	$675K	Hold	14,346	–	–	0.08%	99
2018 Q2	$617K	Buy	14,346 +256	+2%	+$11.5K	0.07%	106
2018 Q1	$617K	Sell	14,090 -210	-1%	-$9.29K	0.07%	100
2017 Q4	$628K	Sell	14,300 -184	-1%	-$7.85K	0.07%	108
2017 Q3	$589K	Hold	14,484	–	–	0.07%	113
2017 Q2	$563K	Sell	14,484 -500	-3%	-$18.8K	0.07%	112
2017 Q1	$543K	Sell	14,984 -4,012	-21%	-$142K	0.07%	107
2016 Q4	$661K	Hold	18,996	–	–	0.09%	91
2016 Q3	$683K	Hold	18,996	–	–	0.09%	89
2016 Q2	$685K	Sell	18,996 -232	-1%	-$7.92K	0.1%	86
2016 Q1	$607K	Sell	19,228 -46	-0.2%	-$1.37K	0.08%	101
2015 Q4	$577K	Sell	19,274 -800	-4%	-$24.9K	0.08%	108
2015 Q3	$583K	Buy	20,074 +102	+0.5%	+$3.09K	0.09%	100
2015 Q2	$621K	Buy	19,972 +364	+2%	+$11.5K	0.07%	149
2015 Q1	$628K	Buy	19,608 +46	+0.2%	+$1.4K	0.08%	145
2014 Q4	$598K	Buy	19,562 +400	+2%	+$11.8K	0.09%	105
2014 Q3	$558K	Buy	19,162 +210	+1%	+$6.39K	0.09%	135
2014 Q2	$590K	Hold	18,952	–	–	0.09%	124
2014 Q1	$598K	Hold	18,952	–	–	0.1%	117
2013 Q4	$633K	Hold	18,952	–	–	0.1%	102
2013 Q3	$588K	Buy	18,952 +276	+1%	+$8.31K	0.11%	96
2013 Q2	$543K	Buy	+18,676	New	+$507K	0.1%	108

Other funds holding AFL

JPH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WMS Partners's AFL Position: Q1 2025 in Review

WMS Partners sold out of Aflac (AFL) in Q1 2025, closing a stake of 9,729 shares — an estimated $1.01M sold.

WMS Partners first reported a position in AFL in Q2 2013 and held it in 47 quarters. The position peaked at $1.08M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold AFL as of Q1 2025.

WMS Partners reported no remaining Aflac position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 9,729 Aflac shares in Q1 2025, an estimated $1.01M.
WMS Partners first reported a position in Aflac in Q2 2013 and held it in 47 quarters.
WMS Partners's Aflac position peaked at $1.08M in Q3 2024.
1,624 funds tracked by Wall St. Rank held Aflac as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.