AM
AXON

AGF Management’s Axon Enterprise AXON Stock Holding History

AGF 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 		– Sell
-119,896
Closed -$68.1M – 641
2025
Q4 		$68.1M Sell
119,896
-9,352
-7% -$5.8M 0.3% 97
2025
Q3 		$92.8M Sell
129,248
-178,382
-58% -$135M 0.41% 73
2025
Q2 		$255M Buy
307,630
+30,162
+11% +$20.5M 1.16% 20
2025
Q1 		$146M Sell
277,468
-5,703
-2% -$3.34M 0.77% 35
2024
Q4 		$168M Sell
283,171
-13,974
-5% -$7.6M 0.84% 32
2024
Q3 		$119M Buy
297,145
+2,085
+0.7% +$719K 0.6% 46
2024
Q2 		$86.8M Buy
295,060
+144,066
+95% +$43M 0.48% 69
2024
Q1 		$47.2M Buy
+150,994
New +$42M 0.26% 110

Other funds holding AXON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

AGF Management's AXON Position: Q1 2026 in Review

AGF Management sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 119,896 shares — an estimated $68.1M sold.

AGF Management first reported a position in AXON in Q1 2024 and held it in 8 quarters. The position peaked at $255M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • AGF Management reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • AGF Management sold 119,896 Axon Enterprise shares in Q1 2026, an estimated $68.1M.
  • AGF Management first reported a position in Axon Enterprise in Q1 2024 and held it in 8 quarters.
  • AGF Management's Axon Enterprise position peaked at $255M in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.