GB
AXON

Gavin Baker’s Axon Enterprise AXON Stock Holding History

Gavin Baker’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 		– Sell
-102,095
Closed -$43.4M – 51
2026
Q1 		$43.4M Sell
102,095
-3,374
-3% -$1.75M 0.87% 30
2025
Q4 		$59.9M Buy
105,469
+69,008
+189% +$42.8M 0.73% 35
2025
Q3 		$26.2M Sell
36,461
-15,793
-30% -$12M 0.51% 40
2025
Q2 		$43.3M Sell
52,254
-10,647
-17% -$7.24M 1.2% 29
2025
Q1 		$33.1M Buy
+62,901
New +$36.8M 1% 28

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

Gavin Baker's AXON Position: Q2 2026 in Review

Gavin Baker sold out of Axon Enterprise (AXON) in Q2 2026, closing a stake of 102,095 shares — an estimated $43.4M sold.

Gavin Baker first reported a position in AXON in Q1 2025 and held it in 5 quarters. The position peaked at $59.9M in Q4 2025. 1,118 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Gavin Baker reported no remaining Axon Enterprise position as of Q2 2026 after selling out during the quarter.
  • Gavin Baker sold 102,095 Axon Enterprise shares in Q2 2026, an estimated $43.4M.
  • Gavin Baker first reported a position in Axon Enterprise in Q1 2025 and held it in 5 quarters.
  • Gavin Baker's Axon Enterprise position peaked at $59.9M in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.