WWM
AFRM icon

Western Wealth Management’s Affirm AFRM Stock Holding History

Western 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
-3,805
Closed -$283K – 958
2025
Q4 		$283K Sell
3,805
-95
-2% -$6.84K 0.01% 681
2025
Q3 		$285K Sell
3,900
-325
-8% -$24.7K 0.02% 614
2025
Q2 		$292K Buy
+4,225
New +$219K 0.02% 559
2022
Q2 		– Sell
-7,332
Closed -$340K – 786
2022
Q1 		$340K Buy
7,332
+3,906
+114% +$204K 0.02% 632
2021
Q4 		$343K Buy
+3,426
New +$453K 0.03% 426

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Western Wealth Management sold out of Affirm (AFRM) in Q1 2026, closing a stake of 3,805 shares — an estimated $283K sold.

Western Wealth Management first reported a position in AFRM in Q4 2021 and held it in 5 quarters. The position peaked at $343K in Q4 2021. 591 funds tracked by Wall St. Rank hold AFRM as of Q1 2026.

  • Western Wealth Management reported no remaining Affirm position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 3,805 Affirm shares in Q1 2026, an estimated $283K.
  • Western Wealth Management first reported a position in Affirm in Q4 2021 and held it in 5 quarters.
  • Western Wealth Management's Affirm position peaked at $343K in Q4 2021.
  • 591 funds tracked by Wall St. Rank held Affirm as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.