WA
AFRM icon

Whipplewood Advisors’s Affirm AFRM Stock Holding History

Whipplewood Advisors’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 		– Sell
-17
Closed -$779 – 646
2026
Q1 		$779 Buy
+17
New +$982 ﹤0.01% 934
2025
Q3 		– Sell
-17
Closed -$1.18K – 317
2025
Q2 		$1.18K Sell
17
-227
-93% -$11.8K ﹤0.01% 987
2025
Q1 		$768 Buy
244
+227
+1,335% +$13.4K ﹤0.01% 1074
2024
Q4 		$1.03K Buy
+17
New +$945 ﹤0.01% 1017

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

Whipplewood Advisors's AFRM Position: Q2 2026 in Review

Whipplewood Advisors sold out of Affirm (AFRM) in Q2 2026, closing a stake of 17 shares — an estimated $779 sold.

Whipplewood Advisors first reported a position in AFRM in Q4 2024 and held it in 4 quarters. The position peaked at $1.18K in Q2 2025. 656 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Whipplewood Advisors reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 17 Affirm shares in Q2 2026, an estimated $779.
  • Whipplewood Advisors first reported a position in Affirm in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Affirm position peaked at $1.18K in Q2 2025.
  • 656 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.