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
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 $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

Lee Johnson Capital Management's AXON Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 436 shares — an estimated $248K sold.

Lee Johnson Capital Management first reported a position in AXON in Q4 2024 and held it in 5 quarters. The position peaked at $7.19M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Lee Johnson Capital Management reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 436 Axon Enterprise shares in Q1 2026, an estimated $248K.
  • Lee Johnson Capital Management first reported a position in Axon Enterprise in Q4 2024 and held it in 5 quarters.
  • Lee Johnson Capital Management's Axon Enterprise position peaked at $7.19M in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.