Luther King Capital Management (LKCM)
AXON

Luther King Capital Management (LKCM)’s Axon Enterprise AXON Stock Holding History

Luther King Capital Management (LKCM)’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 		$3.57M Buy
6,362
+2,925
+85% +$1.22M 0.01% 296
2026
Q1 		$1.46M Sell
3,437
-745
-18% -$387K 0.01% 376
2025
Q4 		$2.38M Sell
4,182
-561
-12% -$348K 0.01% 332
2025
Q3 		$3.4M Sell
4,743
-210
-4% -$159K 0.01% 295
2025
Q2 		$4.1M Sell
4,953
-390
-7% -$265K 0.02% 267
2025
Q1 		$2.81M Sell
5,343
-4,707
-47% -$2.75M 0.01% 288
2024
Q4 		$5.97M Sell
10,050
-424
-4% -$231K 0.03% 215
2024
Q3 		$4.19M Buy
10,474
+34
+0.3% +$11.7K 0.02% 250
2024
Q2 		$3.07M Sell
10,440
-1,108
-10% -$331K 0.01% 273
2024
Q1 		$3.61M Sell
11,548
-2,211
-16% -$614K 0.02% 252
2023
Q4 		$3.55M Sell
13,759
-803
-6% -$181K 0.02% 249
2023
Q3 		$2.9M Sell
14,562
-60
-0.4% -$11.8K 0.02% 273
2023
Q2 		$2.85M Sell
14,622
-685
-4% -$142K 0.01% 286
2023
Q1 		$3.44M Sell
15,307
-1,991
-12% -$396K 0.02% 246
2022
Q4 		$2.87M Sell
17,298
-2,182
-11% -$345K 0.02% 259
2022
Q3 		$2.25M Buy
19,480
+2,248
+13% +$255K 0.01% 283
2022
Q2 		$1.61M Sell
17,232
-186,762
-92% -$19.7M 0.01% 324
2022
Q1 		$28.1M Buy
203,994
+8,246
+4% +$1.13M 0.14% 113
2021
Q4 		$30.7M Buy
195,748
+8,980
+5% +$1.51M 0.14% 107
2021
Q3 		$32.7M Buy
186,768
+5,568
+3% +$1.01M 0.16% 102
2021
Q2 		$32M Buy
181,200
+163,288
+912% +$24M 0.16% 103
2021
Q1 		$2.55M Sell
17,912
-218
-1% -$34K 0.01% 269
2020
Q4 		$2.22M Sell
18,130
-2,780
-13% -$319K 0.01% 274
2020
Q3 		$1.9M Buy
+20,910
New +$1.82M 0.01% 263

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

Luther King Capital Management (LKCM)'s AXON Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Axon Enterprise (AXON) stake by 85% in Q2 2026, buying an estimated $1.22M and bringing the position to 6,362 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #296.

Luther King Capital Management (LKCM) first reported a position in AXON in Q3 2020 and has held it in 24 quarters since. The position peaked at $32.7M in Q3 2021. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Luther King Capital Management (LKCM) held 6,362 shares of Axon Enterprise worth $3.57M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 2,925 Axon Enterprise shares in Q2 2026, an estimated $1.22M.
  • Axon Enterprise made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #296 holding.
  • Luther King Capital Management (LKCM) first reported a position in Axon Enterprise in Q3 2020 and has held it in 24 quarters since.
  • Luther King Capital Management (LKCM)'s Axon Enterprise position peaked at $32.7M in Q3 2021.
  • 1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.