Goldman Sachs
AXON

Goldman Sachs’s Axon Enterprise AXON Stock Holding History

Goldman Sachs’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 		$11M Buy
26,000
+22,800
+713% +$11.8M ﹤0.01% 2995
2025
Q4 		$1.82M Hold
3,200
– – ﹤0.01% 4677
2025
Q3 		$2.3M Hold
3,200
– – ﹤0.01% 4352
2025
Q2 		$2.65M Hold
3,200
– – ﹤0.01% 3960
2025
Q1 		$1.68M Hold
3,200
– – ﹤0.01% 4301
2024
Q4 		$1.9M Buy
3,200
+100
+3% +$54.4K ﹤0.01% 4321
2024
Q3 		$1.24M Buy
+3,100
New +$1.07M ﹤0.01% 4493
2018
Q4 		– Sell
-400
Closed -$27K – 5231
2018
Q3 		$27K Hold
400
– – ﹤0.01% 5384
2018
Q2 		$25K Sell
400
-60,000
-99% -$3.25M ﹤0.01% 5470
2018
Q1 		$2.37M Buy
60,400
+41,400
+218% +$1.29M ﹤0.01% 3474
2017
Q4 		$504K Sell
19,000
-59,900
-76% -$1.44M ﹤0.01% 4827
2017
Q3 		$1.79M Buy
78,900
+29,900
+61% +$700K ﹤0.01% 4095
2017
Q2 		$1.23M Sell
49,000
-101,000
-67% -$2.47M ﹤0.01% 4267
2017
Q1 		$3.42M Sell
150,000
-30,200
-17% -$741K ﹤0.01% 3262
2016
Q4 		$4.37M Buy
180,200
+102,100
+131% +$2.52M ﹤0.01% 3163
2016
Q3 		$2.23M Sell
78,100
-15,600
-17% -$433K ﹤0.01% 3733
2016
Q2 		$2.33M Sell
93,700
-81,500
-47% -$1.69M ﹤0.01% 3484
2016
Q1 		$3.44M Sell
175,200
-33,700
-16% -$578K ﹤0.01% 3016
2015
Q4 		$3.61M Sell
208,900
-81,200
-28% -$1.63M ﹤0.01% 3121
2015
Q3 		$6.39M Sell
290,100
-64,900
-18% -$1.71M ﹤0.01% 2655
2015
Q2 		$11.8M Buy
355,000
+267,300
+305% +$8.35M ﹤0.01% 2196
2015
Q1 		$2.11M Buy
+87,700
New +$2.23M ﹤0.01% 3730

Other funds holding AXON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Goldman Sachs's AXON Position: Q1 2026 in Review

Goldman Sachs increased its Axon Enterprise (AXON) stake by 23% in Q1 2026, buying an estimated $45.7M and bringing the position to 471,657 shares worth $200M. The position accounts for 0.02% of the portfolio, ranked #680.

Goldman Sachs first reported a position in AXON in Q2 2013 and has held it in 52 quarters since. The position peaked at $375M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Goldman Sachs held 471,657 shares of Axon Enterprise worth $200M as of Q1 2026.
  • Goldman Sachs bought 88,038 Axon Enterprise shares in Q1 2026, an estimated $45.7M.
  • Axon Enterprise made up 0.02% of Goldman Sachs's portfolio in Q1 2026, its #680 holding.
  • Goldman Sachs first reported a position in Axon Enterprise in Q2 2013 and has held it in 52 quarters since.
  • Goldman Sachs's Axon Enterprise position peaked at $375M in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.