Morgan Stanley
AFRM icon

Morgan Stanley’s Affirm AFRM Stock Holding History

Morgan Stanley’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 		$995M Sell
21,715,982
-1,294,318
-6% -$74.8M 0.06% 291
2025
Q4 		$1.71B Buy
23,010,300
+42,534
+0.2% +$3.06M 0.1% 171
2025
Q3 		$1.68B Buy
22,967,766
+800,462
+4% +$60.9M 0.1% 172
2025
Q2 		$1.53B Buy
22,167,304
+971,086
+5% +$50.4M 0.1% 174
2025
Q1 		$958M Sell
21,196,218
-2,083,259
-9% -$123M 0.07% 265
2024
Q4 		$1.42B Sell
23,279,477
-6,914,985
-23% -$384M 0.1% 180
2024
Q3 		$1.23B Sell
30,194,462
-350,956
-1% -$11.6M 0.09% 202
2024
Q2 		$923M Sell
30,545,418
-23,769
-0.1% -$762K 0.07% 245
2024
Q1 		$1.14B Sell
30,569,187
-26,171,301
-46% -$1.04B 0.09% 209
2023
Q4 		$2.79B Buy
56,740,488
+22,700,297
+67% +$656M 0.12% 154
2023
Q3 		$724M Buy
34,040,191
+7,359,627
+28% +$135M 0.07% 256
2023
Q2 		$409M Buy
26,680,564
+1,555,355
+6% +$20.6M 0.04% 430
2023
Q1 		$283M Buy
25,125,209
+6,938,843
+38% +$87.4M 0.03% 573
2022
Q4 		$176M Sell
18,186,366
-3,137,977
-15% -$47.3M 0.02% 743
2022
Q3 		$400M Buy
21,324,343
+4,659,624
+28% +$122M 0.05% 343
2022
Q2 		$301M Buy
16,664,719
+6,156,458
+59% +$167M 0.04% 444
2022
Q1 		$486M Buy
10,508,261
+2,387,570
+29% +$125M 0.07% 270
2021
Q4 		$817M Buy
8,120,691
+2,696,841
+50% +$356M 0.1% 201
2021
Q3 		$646M Buy
5,423,850
+3,324,709
+158% +$266M 0.09% 219
2021
Q2 		$141M Buy
2,099,141
+238,899
+13% +$15.2M 0.02% 672
2021
Q1 		$132M Buy
+1,860,242
New +$181M 0.02% 638

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley's AFRM Position: Q1 2026 in Review

Morgan Stanley reduced its Affirm (AFRM) stake by 5.6% in Q1 2026, selling an estimated $74.8M and leaving 21,715,982 shares worth $995M. The position accounts for 0.06% of the portfolio, ranked #291.

Morgan Stanley first reported a position in AFRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.79B in Q4 2023. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Morgan Stanley held 21,715,982 shares of Affirm worth $995M as of Q1 2026.
  • Morgan Stanley sold 1,294,318 Affirm shares in Q1 2026, an estimated $74.8M.
  • Affirm made up 0.06% of Morgan Stanley's portfolio in Q1 2026, its #291 holding.
  • Morgan Stanley first reported a position in Affirm in Q1 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Affirm position peaked at $2.79B in Q4 2023.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.