ACG
AXON

Ampersand Capital Group’s Axon Enterprise AXON Stock Holding History

Ampersand Capital Group’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
Q2 		$28.3M Buy
50,456
+2,300
+5% +$962K 12.76% 4
2026
Q1 		$20.5M Buy
48,156
+15,450
+47% +$8.03M 11.19% 6
2025
Q4 		$18.6M Buy
32,706
+9,479
+41% +$5.88M 8.28% 7
2025
Q3 		$16.7M Hold
23,227
– – 7.51% 7
2025
Q2 		$19.2M Sell
23,227
-8,115
-26% -$5.52M 9.57% 7
2025
Q1 		$16.5M Hold
31,342
– – 11.38% 6
2024
Q4 		$18.6M Buy
+31,342
New +$17M 12.48% 5

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ampersand Capital Group's AXON Position: Q2 2026 in Review

Ampersand Capital Group increased its Axon Enterprise (AXON) stake by 4.8% in Q2 2026, buying an estimated $962K and bringing the position to 50,456 shares worth $28.3M. The position accounts for 12.76% of the portfolio, ranked #4.

Ampersand Capital Group first reported a position in AXON in Q4 2024 and has held it in 7 quarters since. 1,128 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Ampersand Capital Group held 50,456 shares of Axon Enterprise worth $28.3M as of Q2 2026.
  • Ampersand Capital Group bought 2,300 Axon Enterprise shares in Q2 2026, an estimated $962K.
  • Axon Enterprise made up 12.76% of Ampersand Capital Group's portfolio in Q2 2026, its #4 holding.
  • Ampersand Capital Group first reported a position in Axon Enterprise in Q4 2024 and has held it in 7 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Ampersand Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.