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 		– Sell
-13,200
Closed -$7.5M – 6466
2025
Q4 		$7.5M Buy
13,200
+10,000
+313% +$6.21M ﹤0.01% 3362
2025
Q3 		$2.3M Hold
3,200
– – ﹤0.01% 4353
2025
Q2 		$2.65M Sell
3,200
-4,500
-58% -$3.06M ﹤0.01% 3961
2025
Q1 		$4.05M Buy
7,700
+4,500
+141% +$2.63M ﹤0.01% 3560
2024
Q4 		$1.9M Buy
3,200
+100
+3% +$54.4K ﹤0.01% 4322
2024
Q3 		$1.24M Buy
+3,100
New +$1.07M ﹤0.01% 4494
2018
Q1 		– Sell
-28,900
Closed -$766K – 5903
2017
Q4 		$766K Sell
28,900
-21,100
-42% -$507K ﹤0.01% 4503
2017
Q3 		$1.13M Buy
50,000
+16,500
+49% +$386K ﹤0.01% 4466
2017
Q2 		$842K Sell
33,500
-26,000
-44% -$636K ﹤0.01% 4618
2017
Q1 		$1.36M Sell
59,500
-27,800
-32% -$682K ﹤0.01% 4110
2016
Q4 		$2.12M Buy
87,300
+41,600
+91% +$1.03M ﹤0.01% 3808
2016
Q3 		$1.31M Buy
45,700
+3,200
+8% +$88.9K ﹤0.01% 4170
2016
Q2 		$1.06M Sell
42,500
-57,100
-57% -$1.18M ﹤0.01% 4135
2016
Q1 		$1.96M Sell
99,600
-3,000
-3% -$51.5K ﹤0.01% 3492
2015
Q4 		$1.77M Sell
102,600
-70,500
-41% -$1.41M ﹤0.01% 3747
2015
Q3 		$3.81M Sell
173,100
-165,100
-49% -$4.36M ﹤0.01% 3132
2015
Q2 		$11.3M Buy
338,200
+301,500
+822% +$9.42M ﹤0.01% 2242
2015
Q1 		$885K Buy
+36,700
New +$933K ﹤0.01% 4591

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.