LA
AXON

LBP AM’s Axon Enterprise AXON Stock Holding History

LBP AM’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 		$7.92M Sell
18,656
-6,441
-26% -$3.35M 0.11% 170
2025
Q4 		$14.3M Buy
25,097
+21,528
+603% +$13.4M 0.17% 123
2025
Q3 		$2.56M Sell
3,569
-52
-1% -$39.5K 0.03% 273
2025
Q2 		$3M Sell
3,621
-8,507
-70% -$5.79M 0.04% 242
2025
Q1 		$6.38M Sell
12,128
-465
-4% -$272K 0.1% 167
2024
Q4 		$7.48M Buy
+12,593
New +$6.85M 0.1% 162
2024
Q3 		– Sell
-3,268
Closed -$962K – 361
2024
Q2 		$962K Sell
3,268
-58
-2% -$17.3K 0.04% 232
2024
Q1 		$1.04M Buy
+3,326
New +$924K 0.04% 225

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

LBP AM's AXON Position: Q1 2026 in Review

LBP AM reduced its Axon Enterprise (AXON) stake by 26% in Q1 2026, selling an estimated $3.35M and leaving 18,656 shares worth $7.92M. The position accounts for 0.11% of the portfolio, ranked #170.

LBP AM first reported a position in AXON in Q1 2024 and has held it in 8 quarters since. The position peaked at $14.3M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • LBP AM held 18,656 shares of Axon Enterprise worth $7.92M as of Q1 2026.
  • LBP AM sold 6,441 Axon Enterprise shares in Q1 2026, an estimated $3.35M.
  • Axon Enterprise made up 0.11% of LBP AM's portfolio in Q1 2026, its #170 holding.
  • LBP AM first reported a position in Axon Enterprise in Q1 2024 and has held it in 8 quarters since.
  • LBP AM's Axon Enterprise position peaked at $14.3M in Q4 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.