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
Q2 		$1.77M Sell
3,163
-203
-6% -$84.9K 0.28% 50
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 $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

Arthur M. Cohen & Associates's AXON Position: Q2 2026 in Review

Arthur M. Cohen & Associates reduced its Axon Enterprise (AXON) stake by 6% in Q2 2026, selling an estimated $84.9K and leaving 3,163 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #50.

Arthur M. Cohen & Associates first reported a position in AXON in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 1,128 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Arthur M. Cohen & Associates held 3,163 shares of Axon Enterprise worth $1.77M as of Q2 2026.
  • Arthur M. Cohen & Associates sold 203 Axon Enterprise shares in Q2 2026, an estimated $84.9K.
  • Axon Enterprise made up 0.28% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #50 holding.
  • Arthur M. Cohen & Associates first reported a position in Axon Enterprise in Q4 2024 and has held it in 7 quarters since.
  • Arthur M. Cohen & Associates's Axon Enterprise position peaked at $2.1M in Q3 2025.
  • 1,128 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.