Forum Financial Management’s Axon Enterprise AXON Stock Holding History

Forum Financial 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 Q1	–	Sell	-908	Closed	-$516K	–	395
2025 Q4	$516K	Hold	908	–	–	0.01%	456
2025 Q3	$652K	Sell	908 -30	-3%	-$22.8K	0.01%	358
2025 Q2	$777K	Buy	938 +1	+0.1%	+$680	0.01%	269
2025 Q1	$493K	Sell	937 -4	-0.4%	-$2.34K	0.01%	380
2024 Q4	$559K	Sell	941 -10	-1%	-$5.44K	0.01%	336
2024 Q3	$380K	Buy	951 +2	+0.2%	+$689	0.01%	416
2024 Q2	$279K	Sell	949 -41	-4%	-$12.2K	0.01%	512
2024 Q1	$310K	Buy	990 +10	+1%	+$2.78K	0.01%	492
2023 Q4	$253K	Buy	+980	New	+$221K	﹤0.01%	536
2023 Q2	–	Sell	-920	Closed	-$207K	–	663
2023 Q1	$207K	Buy	+920	New	+$183K	0.01%	555

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

Forum Financial Management's AXON Position: Q1 2026 in Review

Forum Financial Management sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 908 shares — an estimated $516K sold.

Forum Financial Management first reported a position in AXON in Q1 2023 and held it in 10 quarters. The position peaked at $777K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

Forum Financial Management reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 908 Axon Enterprise shares in Q1 2026, an estimated $516K.
Forum Financial Management first reported a position in Axon Enterprise in Q1 2023 and held it in 10 quarters.
Forum Financial Management's Axon Enterprise position peaked at $777K in Q2 2025.
1,049 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.