LP
AXON

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
Q1 		$6.37M Buy
+15,000
New +$7.79M 0.01% 565
2025
Q1 		– Sell
-10,500
Closed -$6.24M – 1372
2024
Q4 		$6.24M Buy
+10,500
New +$5.71M 0.05% 336

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

LMR Partners's AXON Position: Q1 2026 in Review

LMR Partners opened a new position in Axon Enterprise (AXON) in Q1 2026: 23,600 shares worth $10M. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: LMR Partners previously reported a position in AXON as recently as Q1 2025.

LMR Partners first reported a position in AXON in Q2 2020 and has held it in 5 quarters since. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • LMR Partners held 23,600 shares of Axon Enterprise worth $10M as of Q1 2026.
  • Axon Enterprise was a new LMR Partners position in Q1 2026.
  • Axon Enterprise made up 0.02% of LMR Partners's portfolio in Q1 2026, its #430 holding.
  • LMR Partners first reported a position in Axon Enterprise in Q2 2020 and has held it in 5 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.