ACIM
AXON

Azimuth Capital Investment Management’s Axon Enterprise AXON Stock Holding History

Azimuth Capital Investment 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 		$9.87M Sell
17,613
-791
-4% -$331K 0.33% 98
2026
Q1 		$7.82M Sell
18,404
-7,439
-29% -$3.87M 0.29% 114
2025
Q4 		$14.7M Sell
25,843
-3,871
-13% -$2.4M 0.53% 56
2025
Q3 		$21.3M Sell
29,714
-469
-2% -$356K 0.77% 35
2025
Q2 		$25M Sell
30,183
-5,319
-15% -$3.62M 0.93% 23
2025
Q1 		$18.7M Sell
35,502
-147
-0.4% -$86K 0.74% 36
2024
Q4 		$21.2M Sell
35,649
-36,575
-51% -$19.9M 0.82% 32
2024
Q3 		$28.9M Sell
72,224
-8,863
-11% -$3.06M 1.12% 20
2024
Q2 		$23.9M Sell
81,087
-484
-0.6% -$144K 0.97% 22
2024
Q1 		$25.5M Sell
81,571
-16,512
-17% -$4.59M 1.05% 20
2023
Q4 		$25.3M Sell
98,083
-13,422
-12% -$3.02M 1.14% 17
2023
Q3 		$22.2M Sell
111,505
-1,552
-1% -$305K 1.09% 18
2023
Q2 		$22.1M Buy
113,057
+38,058
+51% +$7.88M 1.05% 20
2023
Q1 		$16.9M Sell
74,999
-361
-0.5% -$71.8K 0.83% 31
2022
Q4 		$12.5M Buy
+75,360
New +$11.9M 0.63% 52

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

Azimuth Capital Investment Management's AXON Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Axon Enterprise (AXON) stake by 4.3% in Q2 2026, selling an estimated $331K and leaving 17,613 shares worth $9.87M. The position accounts for 0.33% of the portfolio, ranked #98.

Azimuth Capital Investment Management first reported a position in AXON in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.9M in Q3 2024. 1,127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Azimuth Capital Investment Management held 17,613 shares of Axon Enterprise worth $9.87M as of Q2 2026.
  • Azimuth Capital Investment Management sold 791 Axon Enterprise shares in Q2 2026, an estimated $331K.
  • Axon Enterprise made up 0.33% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #98 holding.
  • Azimuth Capital Investment Management first reported a position in Axon Enterprise in Q4 2022 and has held it in 15 quarters since.
  • Azimuth Capital Investment Management's Axon Enterprise position peaked at $28.9M in Q3 2024.
  • 1,127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.