HWMO
AXON

Heritage Wealth Management (Ohio)’s Axon Enterprise AXON Stock Holding History

Heritage Wealth Management (Ohio)’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 		$280K Buy
+500
New +$209K 0.07% 232
2025
Q4 		– Sell
-350
Closed -$251K – 260
2025
Q3 		$251K Hold
350
– – 0.07% 217
2025
Q2 		$290K Sell
350
-50
-13% -$34K 0.09% 187
2025
Q1 		$210K Hold
400
– – 0.07% 215
2024
Q4 		$238K Buy
+400
New +$218K 0.08% 207

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

Heritage Wealth Management (Ohio)'s AXON Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Axon Enterprise (AXON) in Q2 2026: 500 shares worth $280K. The stake represents 0.07% of the portfolio and ranks #232 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in AXON as recently as Q3 2025.

Heritage Wealth Management (Ohio) first reported a position in AXON in Q4 2024 and has held it in 5 quarters since. The position peaked at $290K in Q2 2025. 1,127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 500 shares of Axon Enterprise worth $280K as of Q2 2026.
  • Axon Enterprise was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Axon Enterprise made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #232 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Axon Enterprise in Q4 2024 and has held it in 5 quarters since.
  • Heritage Wealth Management (Ohio)'s Axon Enterprise position peaked at $290K in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.