OBC
AXON

Oakum Bay Capital’s Axon Enterprise AXON Stock Holding History

Oakum Bay Capital’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 		$3.7M Buy
+8,708
New +$4.53M 1.98% 13

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 $3.37T AUM 44.26% 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

Oakum Bay Capital's AXON Position: Q1 2026 in Review

Oakum Bay Capital opened a new position in Axon Enterprise (AXON) in Q1 2026: 8,708 shares worth $3.7M. The stake represents 1.98% of the portfolio and ranks #13 among its holdings.

1,052 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Oakum Bay Capital held 8,708 shares of Axon Enterprise worth $3.7M as of Q1 2026.
  • Axon Enterprise was a new Oakum Bay Capital position in Q1 2026.
  • Axon Enterprise made up 1.98% of Oakum Bay Capital's portfolio in Q1 2026, its #13 holding.
  • 1,052 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.