MSWA
AXON

Marshall & Sterling Wealth Advisors’s Axon Enterprise AXON Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-7
Closed -$3.98K – 347
2025
Q4 		$3.98K Hold
7
– – ﹤0.01% 270
2025
Q3 		$5.02K Hold
7
– – ﹤0.01% 502
2025
Q2 		$5.8K Buy
+7
New +$4.76K ﹤0.01% 458

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AXON Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 7 shares — an estimated $3.98K sold.

Marshall & Sterling Wealth Advisors first reported a position in AXON in Q2 2025 and held it in 3 quarters. The position peaked at $5.8K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 7 Axon Enterprise shares in Q1 2026, an estimated $3.98K.
  • Marshall & Sterling Wealth Advisors first reported a position in Axon Enterprise in Q2 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Axon Enterprise position peaked at $5.8K in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.