1832 Asset Management’s Axon Enterprise AXON Stock Holding History

1832 Asset Management’s Portfolio AXON Stock Details AXON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128M	Buy	+300,350	New	+$156M	0.12%	136
2025 Q4	–	Sell	-281,700	Closed	-$202M	–	694
2025 Q3	$202M	Sell	281,700 -254,720	-47%	-$193M	0.16%	77
2025 Q2	$444M	Buy	536,420 +302,420	+129%	+$206M	0.35%	38
2025 Q1	$123M	Sell	234,000 -38,500	-14%	-$22.5M	0.11%	110
2024 Q4	$162M	Sell	272,500 -181,926	-40%	-$99M	0.14%	94
2024 Q3	$182M	Buy	454,426 +78,726	+21%	+$27.1M	0.14%	84
2024 Q2	$111M	Buy	375,700 +114,800	+44%	+$34.3M	0.09%	112
2024 Q1	$81.6M	Buy	+260,900	New	+$72.5M	0.05%	137

Other funds holding AXON

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

1832 Asset Management's AXON Position: Q1 2026 in Review

1832 Asset Management opened a new position in Axon Enterprise (AXON) in Q1 2026: 300,350 shares worth $128M. The stake represents 0.12% of the portfolio and ranks #136 among its holdings. This is a return to the name: 1832 Asset Management previously reported a position in AXON as recently as Q3 2025.

1832 Asset Management first reported a position in AXON in Q1 2024 and has held it in 8 quarters since. The position peaked at $444M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

1832 Asset Management held 300,350 shares of Axon Enterprise worth $128M as of Q1 2026.
Axon Enterprise was a new 1832 Asset Management position in Q1 2026.
Axon Enterprise made up 0.12% of 1832 Asset Management's portfolio in Q1 2026, its #136 holding.
1832 Asset Management first reported a position in Axon Enterprise in Q1 2024 and has held it in 8 quarters since.
1832 Asset Management's Axon Enterprise position peaked at $444M in Q2 2025.
1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.