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 Q3	$423K	Hold	1,000	–	–	0.03%	179
2026 Q2	$561K	Sell	1,000 -9	-0.9%	-$3.77K	0.03%	157
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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Lyell Wealth Management's AXON Position: Q3 2026 in Review

Lyell Wealth Management held its Axon Enterprise (AXON) position steady in Q3 2026 at 1,000 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #179.

Lyell Wealth Management first reported a position in AXON in Q1 2023 and has held it in 13 quarters since. The position peaked at $832K in Q2 2025. 668 funds tracked by Wall St. Rank hold AXON as of Q3 2026.

Lyell Wealth Management held 1,000 shares of Axon Enterprise worth $423K as of Q3 2026.
Lyell Wealth Management left its Axon Enterprise share count unchanged in Q3 2026.
Axon Enterprise made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #179 holding.
Lyell Wealth Management first reported a position in Axon Enterprise in Q1 2023 and has held it in 13 quarters since.
Lyell Wealth Management's Axon Enterprise position peaked at $832K in Q2 2025.
668 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.