First Manhattan’s Axon Enterprise AXON Stock Holding History

First Manhattan’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	–	Sell	-779	Closed	-$442K	–	755
2025 Q4	$442K	Buy	+779	New	+$483K	﹤0.01%	580
2023 Q2	–	Sell	-5	Closed	-$1.12K	–	1433
2023 Q1	$1.12K	Buy	+5	New	+$994	﹤0.01%	1420
2017 Q3	–	Sell	-300	Closed	-$7K	–	1427
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	1206
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	1233
2016 Q4	$7K	Hold	300	–	–	﹤0.01%	1210
2016 Q3	$8K	Buy	+300	New	+$8.33K	﹤0.01%	1215
2016 Q2	–	Sell	-80	Closed	-$1K	–	1458
2016 Q1	$1K	Hold	80	–	–	﹤0.01%	1352
2015 Q4	$1K	Hold	80	–	–	﹤0.01%	1364
2015 Q3	$1K	Hold	80	–	–	﹤0.01%	1376
2015 Q2	$2K	Hold	80	–	–	﹤0.01%	1363
2015 Q1	$1K	Hold	80	–	–	﹤0.01%	1404
2014 Q4	$2K	Hold	80	–	–	﹤0.01%	1396
2014 Q3	$1K	Buy	+80	New	+$1.13K	﹤0.01%	1400

Other funds holding AXON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

First Manhattan's AXON Position: Q1 2026 in Review

First Manhattan sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 779 shares — an estimated $442K sold.

First Manhattan first reported a position in AXON in Q3 2014 and held it in 13 quarters. The position peaked at $442K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

First Manhattan reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
First Manhattan sold 779 Axon Enterprise shares in Q1 2026, an estimated $442K.
First Manhattan first reported a position in Axon Enterprise in Q3 2014 and held it in 13 quarters.
First Manhattan's Axon Enterprise position peaked at $442K in Q4 2025.
1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.