AWM
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Apollon Wealth Management’s Affirm AFRM Stock Holding History

Apollon Wealth Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Sell
4,755
-526
-10% -$34.4K ﹤0.01% 1135
2026
Q1 		$242K Sell
5,281
-1,930
-27% -$111K ﹤0.01% 1228
2025
Q4 		$537K Buy
7,211
+876
+14% +$63K 0.01% 813
2025
Q3 		$463K Buy
6,335
+212
+3% +$16.1K 0.01% 856
2025
Q2 		$423K Buy
6,123
+900
+17% +$46.7K 0.01% 863
2025
Q1 		$236K Buy
+5,223
New +$309K 0.01% 1042
2022
Q1 		– Sell
-2,709
Closed -$272K – 762
2021
Q4 		$272K Buy
+2,709
New +$358K 0.02% 603

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Apollon Wealth Management's AFRM Position: Q2 2026 in Review

Apollon Wealth Management reduced its Affirm (AFRM) stake by 10% in Q2 2026, selling an estimated $34.4K and leaving 4,755 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Apollon Wealth Management first reported a position in AFRM in Q4 2021 and has held it in 7 quarters since. The position peaked at $537K in Q4 2025. 662 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Apollon Wealth Management held 4,755 shares of Affirm worth $388K as of Q2 2026.
  • Apollon Wealth Management sold 526 Affirm shares in Q2 2026, an estimated $34.4K.
  • Affirm made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1135 holding.
  • Apollon Wealth Management first reported a position in Affirm in Q4 2021 and has held it in 7 quarters since.
  • Apollon Wealth Management's Affirm position peaked at $537K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.