Carson Wealth (CWM LLC)
AFRM icon

Carson Wealth (CWM LLC)’s Affirm AFRM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$260K Buy
5,673
+1,599
+39% +$92.4K ﹤0.01% 2500
2025
Q4 		$303K Sell
4,074
-8,982
-69% -$646K ﹤0.01% 2249
2025
Q3 		$954K Buy
13,056
+8,290
+174% +$631K ﹤0.01% 1438
2025
Q2 		$330K Sell
4,766
-1,184
-20% -$61.4K ﹤0.01% 1799
2025
Q1 		$269K Buy
5,950
+89
+2% +$5.27K ﹤0.01% 1731
2024
Q4 		$357K Buy
5,861
+552
+10% +$30.7K ﹤0.01% 1510
2024
Q3 		$217K Sell
5,309
-345
-6% -$11.4K ﹤0.01% 1714
2024
Q2 		$171K Sell
5,654
-124
-2% -$3.98K ﹤0.01% 1664
2024
Q1 		$215K Sell
5,778
-24
-0.4% -$958 ﹤0.01% 1482
2023
Q4 		$285K Sell
5,802
-32
-0.5% -$925 ﹤0.01% 1274
2023
Q3 		$124K Buy
5,834
+65
+1% +$1.19K ﹤0.01% 1516
2023
Q2 		$88K Sell
5,769
-370
-6% -$4.91K ﹤0.01% 1630
2023
Q1 		$69K Sell
6,139
-271
-4% -$3.41K ﹤0.01% 1687
2022
Q4 		$62K Buy
6,410
+2,886
+82% +$43.5K ﹤0.01% 1614
2022
Q3 		$66K Buy
3,524
+2,722
+339% +$71.2K ﹤0.01% 1528
2022
Q2 		$14K Buy
802
+73
+10% +$1.99K ﹤0.01% 2343
2022
Q1 		$34K Buy
729
+137
+23% +$7.17K ﹤0.01% 1786
2021
Q4 		$60K Buy
+592
New +$78.2K ﹤0.01% 1496
2021
Q2 		$40K Hold
588
– – ﹤0.01% 1486
2021
Q1 		$40K Buy
+588
New +$57.1K ﹤0.01% 1486

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 $1.9T AUM 41.92% 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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AFRM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Affirm (AFRM) stake by 39% in Q1 2026, buying an estimated $92.4K and bringing the position to 5,673 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Carson Wealth (CWM LLC) first reported a position in AFRM in Q1 2021 and has held it in 20 quarters since. The position peaked at $954K in Q3 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,673 shares of Affirm worth $260K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,599 Affirm shares in Q1 2026, an estimated $92.4K.
  • Affirm made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2500 holding.
  • Carson Wealth (CWM LLC) first reported a position in Affirm in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Affirm position peaked at $954K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.