MP
AXON

Munro Partners’s Axon Enterprise AXON Stock Holding History

Munro Partners’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
-97,662
Closed -$55.5M – 61
2025
Q4 		$55.5M Sell
97,662
-31,780
-25% -$19.7M 1.44% 27
2025
Q3 		$92.9M Buy
129,442
+53,820
+71% +$40.8M 2.52% 17
2025
Q2 		$62.6M Sell
75,622
-13,480
-15% -$9.17M 1.95% 24
2025
Q1 		$46.9M Buy
89,102
+15,005
+20% +$8.78M 2.19% 22
2024
Q4 		$44M Sell
74,097
-15,005
-17% -$8.16M 1.46% 28
2024
Q3 		$35.6M Buy
89,102
+87,952
+7,648% +$30.3M 1.3% 28
2024
Q2 		$338K Sell
1,150
-63,435
-98% -$18.9M 0.01% 50
2024
Q1 		$20.2M Buy
+64,585
New +$17.9M 0.72% 30

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

Munro Partners's AXON Position: Q1 2026 in Review

Munro Partners sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 97,662 shares — an estimated $55.5M sold.

Munro Partners first reported a position in AXON in Q1 2024 and held it in 8 quarters. The position peaked at $92.9M in Q3 2025. 1,049 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Munro Partners reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • Munro Partners sold 97,662 Axon Enterprise shares in Q1 2026, an estimated $55.5M.
  • Munro Partners first reported a position in Axon Enterprise in Q1 2024 and held it in 8 quarters.
  • Munro Partners's Axon Enterprise position peaked at $92.9M in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.