Marsico Capital Management’s Axon Enterprise AXON Stock Holding History

Marsico Capital 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 Q2	$22.1M	Buy	+39,382	New	+$16.5M	0.58%	44
2022 Q3	–	Sell	-45,519	Closed	-$4.24M	–	72
2022 Q2	$4.24M	Hold	45,519	–	–	0.21%	59
2022 Q1	$6.27M	Hold	45,519	–	–	0.22%	56
2021 Q4	$7.15M	Hold	45,519	–	–	0.21%	58
2021 Q3	$7.97M	Hold	45,519	–	–	0.24%	51
2021 Q2	$8.05M	Buy	45,519 +18,201	+67%	+$2.68M	0.2%	48
2021 Q1	$3.89M	Buy	+27,318	New	+$4.26M	0.1%	76

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Marsico Capital Management's AXON Position: Q2 2026 in Review

Marsico Capital Management opened a new position in Axon Enterprise (AXON) in Q2 2026: 39,382 shares worth $22.1M. The stake represents 0.58% of the portfolio and ranks #44 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in AXON as recently as Q2 2022.

Marsico Capital Management first reported a position in AXON in Q1 2021 and has held it in 7 quarters since. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Marsico Capital Management held 39,382 shares of Axon Enterprise worth $22.1M as of Q2 2026.
Axon Enterprise was a new Marsico Capital Management position in Q2 2026.
Axon Enterprise made up 0.58% of Marsico Capital Management's portfolio in Q2 2026, its #44 holding.
Marsico Capital Management first reported a position in Axon Enterprise in Q1 2021 and has held it in 7 quarters since.
1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.