APW
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Axim Planning & Wealth’s Affirm AFRM Stock Holding History

Axim Planning & Wealth’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 		$225K Buy
+2,763
New +$181K 0.31% 78

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Axim Planning & Wealth's AFRM Position: Q2 2026 in Review

Axim Planning & Wealth opened a new position in Affirm (AFRM) in Q2 2026: 2,763 shares worth $225K. The stake represents 0.31% of the portfolio and ranks #78 among its holdings.

656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Axim Planning & Wealth held 2,763 shares of Affirm worth $225K as of Q2 2026.
  • Affirm was a new Axim Planning & Wealth position in Q2 2026.
  • Affirm made up 0.31% of Axim Planning & Wealth's portfolio in Q2 2026, its #78 holding.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.