Shelton Wealth Management’s Affirm AFRM Stock Holding History

Shelton 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 Q1	–	Sell	-1,200	Closed	-$89.3K	–	138
2025 Q4	$89.3K	Buy	+1,200	New	+$86.4K	0.04%	147

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelton Wealth Management's AFRM Position: Q1 2026 in Review

Shelton Wealth Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 17,675 shares — an estimated $1.32M sold.

Shelton Wealth Management first reported a position in AFRM in Q4 2025 and held it in 1 quarter. The position peaked at $1.32M in Q4 2025. 592 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

Shelton Wealth Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
Shelton Wealth Management sold 17,675 Affirm shares in Q1 2026, an estimated $1.32M.
Shelton Wealth Management first reported a position in Affirm in Q4 2025 and held it in 1 quarter.
Shelton Wealth Management's Affirm position peaked at $1.32M in Q4 2025.
592 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.