Edgewood Management
AXON

Edgewood Management’s Axon Enterprise AXON Stock Holding History

Edgewood 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 		$631M Sell
1,124,675
-903,748
-45% -$378M 6.5% 4
2026
Q1 		$861M Buy
2,028,423
+537,895
+36% +$280M 5.56% 7
2025
Q4 		$847M Buy
+1,490,528
New +$925M 4.03% 14
2025
Q2 		– Sell
-4,600
Closed -$2.42M – 85
2025
Q1 		$2.42M Hold
4,600
– – 0.01% 50
2024
Q4 		$2.73M Buy
+4,600
New +$2.5M 0.01% 47

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management's AXON Position: Q2 2026 in Review

Edgewood Management reduced its Axon Enterprise (AXON) stake by 45% in Q2 2026, selling an estimated $378M and leaving 1,124,675 shares worth $631M. The position accounts for 6.5% of the portfolio, ranked #4.

Edgewood Management first reported a position in AXON in Q4 2024 and has held it in 5 quarters since. The position peaked at $861M in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Edgewood Management held 1,124,675 shares of Axon Enterprise worth $631M as of Q2 2026.
  • Edgewood Management sold 903,748 Axon Enterprise shares in Q2 2026, an estimated $378M.
  • Axon Enterprise made up 6.5% of Edgewood Management's portfolio in Q2 2026, its #4 holding.
  • Edgewood Management first reported a position in Axon Enterprise in Q4 2024 and has held it in 5 quarters since.
  • Edgewood Management's Axon Enterprise position peaked at $861M in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.