AMCA
AXON

Arthur M. Cohen & Associates’s Axon Enterprise AXON Stock Holding History

Arthur M. Cohen & Associates’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 		$1.43M Buy
3,366
+520
+18% +$270K 0.25% 58
2025
Q4 		$1.62M Sell
2,846
-78
-3% -$48.4K 0.26% 53
2025
Q3 		$2.1M Buy
2,924
+546
+23% +$414K 0.35% 45
2025
Q2 		$1.97M Buy
2,378
+71
+3% +$48.3K 0.35% 44
2025
Q1 		$1.21M Buy
2,307
+653
+39% +$382K 0.23% 55
2024
Q4 		$983K Buy
+1,654
New +$900K 0.17% 65

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

Arthur M. Cohen & Associates's AXON Position: Q1 2026 in Review

Arthur M. Cohen & Associates increased its Axon Enterprise (AXON) stake by 18% in Q1 2026, buying an estimated $270K and bringing the position to 3,366 shares worth $1.43M. The position accounts for 0.25% of the portfolio, ranked #58.

Arthur M. Cohen & Associates first reported a position in AXON in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Arthur M. Cohen & Associates held 3,366 shares of Axon Enterprise worth $1.43M as of Q1 2026.
  • Arthur M. Cohen & Associates bought 520 Axon Enterprise shares in Q1 2026, an estimated $270K.
  • Axon Enterprise made up 0.25% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #58 holding.
  • Arthur M. Cohen & Associates first reported a position in Axon Enterprise in Q4 2024 and has held it in 6 quarters since.
  • Arthur M. Cohen & Associates's Axon Enterprise position peaked at $2.1M in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.