APG Asset Management
AXON

APG Asset Management’s Axon Enterprise AXON Stock Holding History

APG 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
Q2 		$27M Buy
55,036
+14,956
+37% +$6.26M 0.07% 232
2026
Q1 		$14.8M Sell
40,080
-680
-2% -$353K 0.05% 276
2025
Q4 		$19.7M Sell
40,760
-2,640
-6% -$1.64M 0.06% 241
2025
Q3 		$26.5M Sell
43,400
-4,518
-9% -$3.43M 0.07% 213
2025
Q2 		$33.8M Buy
+47,918
New +$32.6M 0.1% 174
2024
Q3 		– Sell
-9,700
Closed -$2.66M – 430
2024
Q2 		$2.66M Sell
9,700
-5,121
-35% -$1.53M ﹤0.01% 519
2024
Q1 		$4.29M Buy
14,821
+8,273
+126% +$2.3M 0.01% 480
2023
Q4 		$1.53M Buy
6,548
+4,348
+198% +$980K ﹤0.01% 546
2023
Q3 		$438K Sell
2,200
-1,500
-41% -$295K ﹤0.01% 657
2023
Q2 		$662K Sell
3,700
-1,400
-27% -$290K ﹤0.01% 609
2023
Q1 		$1.06M Buy
+5,100
New +$1.01M ﹤0.01% 616

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management's AXON Position: Q2 2026 in Review

APG Asset Management increased its Axon Enterprise (AXON) stake by 37% in Q2 2026, buying an estimated $6.26M and bringing the position to 55,036 shares worth $27M. The position accounts for 0.07% of the portfolio, ranked #232.

APG Asset Management first reported a position in AXON in Q1 2023 and has held it in 11 quarters since. The position peaked at $33.8M in Q2 2025. 915 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • APG Asset Management held 55,036 shares of Axon Enterprise worth $27M as of Q2 2026.
  • APG Asset Management bought 14,956 Axon Enterprise shares in Q2 2026, an estimated $6.26M.
  • Axon Enterprise made up 0.07% of APG Asset Management's portfolio in Q2 2026, its #232 holding.
  • APG Asset Management first reported a position in Axon Enterprise in Q1 2023 and has held it in 11 quarters since.
  • APG Asset Management's Axon Enterprise position peaked at $33.8M in Q2 2025.
  • 915 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.