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
Q2 		$719K Sell
1,283
-63
-5% -$26.4K 0.3% 59
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 $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

Kapstone Financial Advisors's AXON Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Axon Enterprise (AXON) stake by 4.7% in Q2 2026, selling an estimated $26.4K and leaving 1,283 shares worth $719K. The position accounts for 0.3% of the portfolio, ranked #59.

Kapstone Financial Advisors first reported a position in AXON in Q3 2024 and has held it in 8 quarters since. The position peaked at $777K in Q2 2025. 1,127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Kapstone Financial Advisors held 1,283 shares of Axon Enterprise worth $719K as of Q2 2026.
  • Kapstone Financial Advisors sold 63 Axon Enterprise shares in Q2 2026, an estimated $26.4K.
  • Axon Enterprise made up 0.3% of Kapstone Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Kapstone Financial Advisors first reported a position in Axon Enterprise in Q3 2024 and has held it in 8 quarters since.
  • Kapstone Financial Advisors's Axon Enterprise position peaked at $777K in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.