CWM
AXON

Congress Wealth Management’s Axon Enterprise AXON Stock Holding History

Congress Wealth 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
2025
Q2 		$9.37M Sell
11,320
-129
-1% -$87.8K 0.09% 261
2025
Q1 		$6.02M Buy
11,449
+10,671
+1,372% +$6.25M 0.07% 298
2024
Q4 		$462K Sell
778
-101
-11% -$54.9K 0.01% 655
2024
Q3 		$352K Buy
+879
New +$303K ﹤0.01% 701
2024
Q2 		– Sell
-972
Closed -$304K – 711
2024
Q1 		$304K Buy
+972
New +$270K 0.01% 506

Other funds holding AXON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Congress Wealth Management's AXON Position: Q2 2025 in Review

Congress Wealth Management reduced its Axon Enterprise (AXON) stake by 1.1% in Q2 2025, selling an estimated $87.8K and leaving 11,320 shares worth $9.37M. The position accounts for 0.09% of the portfolio, ranked #261.

Congress Wealth Management first reported a position in AXON in Q1 2024 and has held it in 5 quarters since. 1,179 funds tracked by Wall St. Rank hold AXON as of Q2 2025.

  • Congress Wealth Management held 11,320 shares of Axon Enterprise worth $9.37M as of Q2 2025.
  • Congress Wealth Management sold 129 Axon Enterprise shares in Q2 2025, an estimated $87.8K.
  • Axon Enterprise made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #261 holding.
  • Congress Wealth Management first reported a position in Axon Enterprise in Q1 2024 and has held it in 5 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.