CA
AXON

Cullinan Associates’s Axon Enterprise AXON Stock Holding History

Cullinan 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
Q1 		$212K Hold
500
– – 0.02% 204
2025
Q4 		$284K Hold
500
– – 0.02% 191
2025
Q3 		$359K Hold
500
– – 0.02% 184
2025
Q2 		$414K Hold
500
– – 0.03% 179
2025
Q1 		$263K Hold
500
– – 0.02% 199
2024
Q4 		$297K Sell
500
-200
-29% -$109K 0.02% 196
2024
Q3 		$310K Buy
+700
New +$241K 0.02% 208

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

Cullinan Associates's AXON Position: Q1 2026 in Review

Cullinan Associates held its Axon Enterprise (AXON) position steady in Q1 2026 at 500 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #204.

Cullinan Associates first reported a position in AXON in Q3 2024 and has held it in 7 quarters since. The position peaked at $414K in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Cullinan Associates held 500 shares of Axon Enterprise worth $212K as of Q1 2026.
  • Cullinan Associates left its Axon Enterprise share count unchanged in Q1 2026.
  • Axon Enterprise made up 0.02% of Cullinan Associates's portfolio in Q1 2026, its #204 holding.
  • Cullinan Associates first reported a position in Axon Enterprise in Q3 2024 and has held it in 7 quarters since.
  • Cullinan Associates's Axon Enterprise position peaked at $414K in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.