LMR Partners’s Axon Enterprise AXON Stock Holding History

LMR Partners’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	–	Sell	-23,600	Closed	-$10M	–	1516
2026 Q1	$10M	Buy	+23,600	New	+$12.3M	0.02%	430
2025 Q2	–	Sell	-3,100	Closed	-$1.63M	–	1382
2025 Q1	$1.63M	Buy	+3,100	New	+$1.81M	0.02%	694
2023 Q1	–	Sell	-13,619	Closed	-$2.26M	–	1029
2022 Q4	$2.26M	Buy	+13,619	New	+$2.15M	0.04%	488
2020 Q4	–	Sell	-23,585	Closed	-$2.14M	–	495
2020 Q3	$2.14M	Sell	23,585 -4,162	-15%	-$362K	0.04%	150
2020 Q2	$2.72M	Buy	+27,747	New	+$2.24M	0.07%	206

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LMR Partners's AXON Position: Q2 2026 in Review

LMR Partners sold out of Axon Enterprise (AXON) in Q2 2026, closing a stake of 23,600 shares — an estimated $10M sold.

LMR Partners first reported a position in AXON in Q2 2020 and held it in 5 quarters. The position peaked at $10M in Q1 2026. 1,118 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

LMR Partners reported no remaining Axon Enterprise position as of Q2 2026 after selling out during the quarter.
LMR Partners sold 23,600 Axon Enterprise shares in Q2 2026, an estimated $10M.
LMR Partners first reported a position in Axon Enterprise in Q2 2020 and held it in 5 quarters.
LMR Partners's Axon Enterprise position peaked at $10M in Q1 2026.
1,118 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.