MYIA
AXON

Mount Yale Investment Advisors’s Axon Enterprise AXON Stock Holding History

Mount Yale Investment 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 		$647K Buy
1,523
+442
+41% +$230K 0.02% 635
2025
Q4 		$614K Buy
1,081
+51
+5% +$31.6K 0.03% 410
2025
Q3 		$739K Buy
1,030
+962
+1,415% +$730K 0.05% 339
2025
Q2 		$56.3K Buy
+68
New +$46.3K ﹤0.01% 784

Other funds holding AXON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Mount Yale Investment Advisors's AXON Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Axon Enterprise (AXON) stake by 41% in Q1 2026, buying an estimated $230K and bringing the position to 1,523 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #635.

Mount Yale Investment Advisors first reported a position in AXON in Q2 2025 and has held it in 4 quarters since. The position peaked at $739K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Mount Yale Investment Advisors held 1,523 shares of Axon Enterprise worth $647K as of Q1 2026.
  • Mount Yale Investment Advisors bought 442 Axon Enterprise shares in Q1 2026, an estimated $230K.
  • Axon Enterprise made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #635 holding.
  • Mount Yale Investment Advisors first reported a position in Axon Enterprise in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Axon Enterprise position peaked at $739K in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.