Davidson Kahn Capital Management’s Axon Enterprise AXON Stock Holding History

Davidson Kahn 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 Q2	$425K	Buy	758 +3	+0.4%	+$1.25K	0.18%	50
2026 Q1	$321K	Sell	755 -101	-12%	-$52.5K	0.17%	53
2025 Q4	$486K	Hold	856	–	–	0.25%	53
2025 Q3	$614K	Sell	856 -3	-0.3%	-$2.28K	0.34%	47
2025 Q2	$711K	Buy	859 +25	+3%	+$17K	0.46%	39
2025 Q1	$439K	Buy	834 +4	+0.5%	+$2.34K	0.34%	46
2024 Q4	$493K	Buy	+830	New	+$451K	0.45%	42

Other funds holding AXON

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davidson Kahn Capital Management's AXON Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Axon Enterprise (AXON) stake by 0.4% in Q2 2026, buying an estimated $1.25K and bringing the position to 758 shares worth $425K. The position accounts for 0.18% of the portfolio, ranked #50.

Davidson Kahn Capital Management first reported a position in AXON in Q4 2024 and has held it in 7 quarters since. The position peaked at $711K in Q2 2025. 278 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Davidson Kahn Capital Management held 758 shares of Axon Enterprise worth $425K as of Q2 2026.
Davidson Kahn Capital Management bought 3 Axon Enterprise shares in Q2 2026, an estimated $1.25K.
Axon Enterprise made up 0.18% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #50 holding.
Davidson Kahn Capital Management first reported a position in Axon Enterprise in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Axon Enterprise position peaked at $711K in Q2 2025.
278 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.