LJCM
AXON

Lee Johnson Capital Management’s Axon Enterprise AXON Stock Holding History

Lee Johnson Capital Management’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 		$214K Buy
+382
New +$160K 0.07% 78
2026
Q1 		– Sell
-436
Closed -$248K – 86
2025
Q4 		$248K Sell
436
-1,016
-70% -$630K 0.08% 91
2025
Q3 		$1.04M Sell
1,452
-7,235
-83% -$5.49M 0.35% 58
2025
Q2 		$7.19M Buy
8,687
+1,393
+19% +$948K 2.47% 6
2025
Q1 		$3.84M Buy
7,294
+6,952
+2,033% +$4.07M 2.03% 15
2024
Q4 		$203K Buy
+342
New +$186K 0.11% 29

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

Lee Johnson Capital Management's AXON Position: Q2 2026 in Review

Lee Johnson Capital Management opened a new position in Axon Enterprise (AXON) in Q2 2026: 382 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #78 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in AXON as recently as Q4 2025.

Lee Johnson Capital Management first reported a position in AXON in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.19M in Q2 2025. 1,127 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Lee Johnson Capital Management held 382 shares of Axon Enterprise worth $214K as of Q2 2026.
  • Axon Enterprise was a new Lee Johnson Capital Management position in Q2 2026.
  • Axon Enterprise made up 0.07% of Lee Johnson Capital Management's portfolio in Q2 2026, its #78 holding.
  • Lee Johnson Capital Management first reported a position in Axon Enterprise in Q4 2024 and has held it in 6 quarters since.
  • Lee Johnson Capital Management's Axon Enterprise position peaked at $7.19M in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.