Barometer Capital Management’s Axon Enterprise AXON Stock Holding History

Barometer Capital 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 Q1	–	Sell	-21,905	Closed	-$280K	–	120
2025 Q4	$280K	Buy	21,905 +19,073	+673%	+$11.8M	0.07%	126
2025 Q3	$2.03M	Sell	2,832 -3,954	-58%	-$3M	0.46%	41
2025 Q2	$5.62M	Buy	+6,786	New	+$4.62M	1.55%	24
2024 Q2	–	Sell	-14,158	Closed	-$4.44M	–	176
2024 Q1	$4.44M	Buy	14,158 +7,402	+110%	+$2.06M	1.15%	29
2023 Q4	$1.75M	Buy	+6,756	New	+$1.52M	0.49%	50
2023 Q2	–	Sell	-21,340	Closed	-$4.8M	–	130
2023 Q1	$4.8M	Buy	+21,340	New	+$4.24M	1.23%	29

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Barometer Capital Management's AXON Position: Q1 2026 in Review

Barometer Capital Management sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 21,905 shares — an estimated $280K sold.

Barometer Capital Management first reported a position in AXON in Q1 2023 and held it in 6 quarters. The position peaked at $5.62M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

Barometer Capital Management reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
Barometer Capital Management sold 21,905 Axon Enterprise shares in Q1 2026, an estimated $280K.
Barometer Capital Management first reported a position in Axon Enterprise in Q1 2023 and held it in 6 quarters.
Barometer Capital Management's Axon Enterprise position peaked at $5.62M in Q2 2025.
1,054 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.