Lyell Wealth Management’s Axon Enterprise AXON Stock Holding History

Lyell Wealth 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	$429K	Sell	1,009 -3	-0.3%	-$1.56K	0.03%	163
2025 Q4	$575K	Buy	1,012 +3	+0.3%	+$1.86K	0.04%	139
2025 Q3	$724K	Buy	1,009 +4	+0.4%	+$3.04K	0.05%	132
2025 Q2	$832K	Hold	1,005	–	–	0.07%	129
2025 Q1	$529K	Hold	1,005	–	–	0.05%	143
2024 Q4	$597K	Hold	1,005	–	–	0.05%	136
2024 Q3	$402K	Hold	1,005	–	–	0.04%	157
2024 Q2	$296K	Hold	1,005	–	–	0.03%	171
2024 Q1	$314K	Buy	1,005 +5	+0.5%	+$1.39K	0.03%	169
2023 Q4	$258K	Buy	+1,000	New	+$225K	0.03%	170
2023 Q2	–	Sell	-1,000	Closed	-$225K	–	183
2023 Q1	$225K	Buy	+1,000	New	+$199K	0.03%	187

Other funds holding AXON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Lyell Wealth Management's AXON Position: Q1 2026 in Review

Lyell Wealth Management reduced its Axon Enterprise (AXON) stake by 0.3% in Q1 2026, selling an estimated $1.56K and leaving 1,009 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #163.

Lyell Wealth Management first reported a position in AXON in Q1 2023 and has held it in 11 quarters since. The position peaked at $832K in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

Lyell Wealth Management held 1,009 shares of Axon Enterprise worth $429K as of Q1 2026.
Lyell Wealth Management sold 3 Axon Enterprise shares in Q1 2026, an estimated $1.56K.
Axon Enterprise made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #163 holding.
Lyell Wealth Management first reported a position in Axon Enterprise in Q1 2023 and has held it in 11 quarters since.
Lyell Wealth Management's Axon Enterprise position peaked at $832K in Q2 2025.
1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.