National Pension Service
AXON

National Pension Service’s Axon Enterprise AXON Stock Holding History

National Pension Service’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 		$66.3M Buy
118,234
+18,398
+18% +$7.7M 0.04% 305
2026
Q1 		$42.4M Buy
99,836
+977
+1% +$508K 0.03% 363
2025
Q4 		$56.1M Sell
98,859
-96,907
-50% -$60.1M 0.04% 300
2025
Q3 		$140M Buy
195,766
+2,231
+1% +$1.69M 0.11% 196
2025
Q2 		$160M Buy
193,535
+105,229
+119% +$71.6M 0.14% 181
2025
Q1 		$46.4M Buy
88,306
+706
+0.8% +$413K 0.04% 303
2024
Q4 		$52.1M Sell
87,600
-16,200
-16% -$8.81M 0.05% 279
2024
Q3 		$41.5M Sell
103,800
-6,900
-6% -$2.38M 0.04% 347
2024
Q2 		$32.6M Sell
110,700
-2,600
-2% -$776K 0.04% 378
2024
Q1 		$35.4M Sell
113,300
-6,800
-6% -$1.89M 0.04% 357
2023
Q4 		$31M Hold
120,100
– – 0.04% 358
2023
Q3 		$22.8M Sell
120,100
-800
-0.7% -$157K 0.04% 429
2023
Q2 		$23.7M Buy
+120,900
New +$25M 0.04% 433

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Pension Service's AXON Position: Q2 2026 in Review

National Pension Service increased its Axon Enterprise (AXON) stake by 18% in Q2 2026, buying an estimated $7.7M and bringing the position to 118,234 shares worth $66.3M. The position accounts for 0.04% of the portfolio, ranked #305.

National Pension Service first reported a position in AXON in Q2 2023 and has held it in 13 quarters since. The position peaked at $160M in Q2 2025. 915 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • National Pension Service held 118,234 shares of Axon Enterprise worth $66.3M as of Q2 2026.
  • National Pension Service bought 18,398 Axon Enterprise shares in Q2 2026, an estimated $7.7M.
  • Axon Enterprise made up 0.04% of National Pension Service's portfolio in Q2 2026, its #305 holding.
  • National Pension Service first reported a position in Axon Enterprise in Q2 2023 and has held it in 13 quarters since.
  • National Pension Service's Axon Enterprise position peaked at $160M in Q2 2025.
  • 915 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on National Pension Service's 13F filing for Q2 2026, filed 13 Aug 2026.