KFA
AXON

Kapstone Financial Advisors’s Axon Enterprise AXON Stock Holding History

Kapstone Financial Advisors’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 		$572K Buy
1,346
+336
+33% +$175K 0.28% 63
2025
Q4 		$574K Buy
1,010
+41
+4% +$25.4K 0.29% 56
2025
Q3 		$695K Buy
969
+30
+3% +$22.8K 0.33% 45
2025
Q2 		$777K Buy
939
+59
+7% +$40.1K 0.39% 38
2025
Q1 		$463K Buy
880
+217
+33% +$127K 0.26% 62
2024
Q4 		$424K Buy
663
+89
+16% +$48.4K 0.23% 65
2024
Q3 		$227K Buy
+574
New +$198K 0.14% 94

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

Kapstone Financial Advisors's AXON Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Axon Enterprise (AXON) stake by 33% in Q1 2026, buying an estimated $175K and bringing the position to 1,346 shares worth $572K. The position accounts for 0.28% of the portfolio, ranked #63.

Kapstone Financial Advisors first reported a position in AXON in Q3 2024 and has held it in 7 quarters since. The position peaked at $777K in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Kapstone Financial Advisors held 1,346 shares of Axon Enterprise worth $572K as of Q1 2026.
  • Kapstone Financial Advisors bought 336 Axon Enterprise shares in Q1 2026, an estimated $175K.
  • Axon Enterprise made up 0.28% of Kapstone Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Kapstone Financial Advisors first reported a position in Axon Enterprise in Q3 2024 and has held it in 7 quarters since.
  • Kapstone Financial Advisors's Axon Enterprise position peaked at $777K in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.