BL
AXON

BWCP LP’s Axon Enterprise AXON Stock Holding History

BWCP LP’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 		$14.8M Sell
34,853
-4,670
-12% -$2.43M 2.26% 22
2025
Q4 		$22.4M Buy
39,523
+16,262
+70% +$10.1M 3.72% 11
2025
Q3 		$16.7M Sell
23,261
-2,299
-9% -$1.74M 2.89% 18
2025
Q2 		$21.2M Sell
25,560
-7,510
-23% -$5.11M 3.46% 17
2025
Q1 		$17.4M Buy
33,070
+3,072
+10% +$1.8M 3.53% 17
2024
Q4 		$17.8M Sell
29,998
-1,324
-4% -$720K 3.84% 14
2024
Q3 		$12.5M Buy
+31,322
New +$10.8M 2.78% 18

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

BWCP LP's AXON Position: Q1 2026 in Review

BWCP LP reduced its Axon Enterprise (AXON) stake by 12% in Q1 2026, selling an estimated $2.43M and leaving 34,853 shares worth $14.8M. The position accounts for 2.26% of the portfolio, ranked #22.

BWCP LP first reported a position in AXON in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.4M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • BWCP LP held 34,853 shares of Axon Enterprise worth $14.8M as of Q1 2026.
  • BWCP LP sold 4,670 Axon Enterprise shares in Q1 2026, an estimated $2.43M.
  • Axon Enterprise made up 2.26% of BWCP LP's portfolio in Q1 2026, its #22 holding.
  • BWCP LP first reported a position in Axon Enterprise in Q3 2024 and has held it in 7 quarters since.
  • BWCP LP's Axon Enterprise position peaked at $22.4M in Q4 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on BWCP LP's 13F filing for Q1 2026, filed 12 May 2026.