Wallington Asset Management, LLC AFL A F L A C Inc. Common Stock

Ownership history in Wallington Asset Management, LLC  ·  74 quarters on record

AI Ownership Summary

Wallington Asset Management, LLC reported A F L A C Inc. Common Stock (AFL) in 74 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.95% in 2025 Q1. The latest visible filing shows AFL at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wallington Asset Management, LLC's position in A F L A C Inc. Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AFL was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wallington Asset Management, LLC held AFL — position size vs. price
% of Fund (quarterly)    AFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 51,364 -3,264 -6.0% 0.75% $5.6M 2026-04-22 $114.16
2025 Q4 REDUCED 5.6% +0.0% 54,628 -3,260 -5.6% 0.76% $6.0M 2026-01-14 $109.03
2025 Q3 REDUCED 57,888 -1,362 -2.3% 0.84% $6.5M 2025-10-20 $107.08
2025 Q2 REDUCED 59,250 -8 -0.0% 0.88% $6.2M 2025-07-21 $99.01
2025 Q1 UNCHANGED 59,258 0% 0.95% $6.6M 2025-05-09 $103.19
2024 Q4 REDUCED 59,258 -1,080 -1.8% 0.89% $6.1M 2025-01-15 $101.47
2024 Q3 REDUCED 60,338 -252 -0.4% 0.94% $6.7M 2024-10-22 $108.12
2024 Q2 REDUCED 60,590 -1,070 -1.7% 0.83% $5.4M 2024-07-22 $90.66
2024 Q1 REDUCED 61,660 -460 -0.7% 0.83% $5.3M 2024-04-19 $79.39
2023 Q4 REDUCED 62,120 -216 -0.3% 0.86% $5.1M 2024-01-25 $80.47
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wallington Asset Management, LLC and AFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wallington Asset Management, LLC reported owning AFL?

Wallington Asset Management, LLC reported AFL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AFL position in Wallington Asset Management, LLC's portfolio?

The largest reported portfolio weight for AFL was 0.95% in 2025 Q1.

What is the latest reported AFL position on this page?

The most recent filing on this page is 2026 Q1, when Wallington Asset Management, LLC reported 51,364 shares, equal to 0.75% of portfolio, with an estimated market value of $5.6M.

What does the chart on this AFL ownership page compare?

The chart compares Wallington Asset Management, LLC's quarterly AFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wallington Asset Management, LLC time their AFL position?

Based on 13F filing dates vs. subsequent AFL price moves, Wallington Asset Management, LLC correctly timed 31 out of 72 reported position changes (43%). The annualised alpha on AFL relative to SPY over the holding period was -1.3%.

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