OC
AXON

Oarsman Capital’s Axon Enterprise AXON Stock Holding History

Oarsman 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
Q2 		$622K Sell
1,110
-22
-2% -$9.21K 0.07% 124
2026
Q1 		$481K Sell
1,132
-145
-11% -$75.3K 0.06% 137
2025
Q4 		$725K Sell
1,277
-127
-9% -$78.8K 0.09% 118
2025
Q3 		$1.01M Sell
1,404
-71
-5% -$53.9K 0.14% 91
2025
Q2 		$1.22M Hold
1,475
– – 0.19% 87
2025
Q1 		$776K Hold
1,475
– – 0.14% 110
2024
Q4 		$877K Sell
1,475
-95
-6% -$51.7K 0.15% 99
2024
Q3 		$627K Sell
1,570
-184
-10% -$63.4K 0.12% 117
2024
Q2 		$516K Sell
1,754
-69
-4% -$20.6K 0.11% 121
2024
Q1 		$570K Buy
1,823
+42
+2% +$11.7K 0.14% 113
2023
Q4 		$460K Buy
1,781
+122
+7% +$27.5K 0.12% 130
2023
Q3 		$330K Buy
1,659
+513
+45% +$101K 0.14% 128
2023
Q2 		$224K Sell
1,146
-40
-3% -$8.29K 0.1% 161
2023
Q1 		$267K Buy
+1,186
New +$236K 0.12% 143

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 $3.38T AUM 44.17% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oarsman Capital's AXON Position: Q2 2026 in Review

Oarsman Capital reduced its Axon Enterprise (AXON) stake by 1.9% in Q2 2026, selling an estimated $9.21K and leaving 1,110 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #124.

Oarsman Capital first reported a position in AXON in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q2 2025. 1,129 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Oarsman Capital held 1,110 shares of Axon Enterprise worth $622K as of Q2 2026.
  • Oarsman Capital sold 22 Axon Enterprise shares in Q2 2026, an estimated $9.21K.
  • Axon Enterprise made up 0.07% of Oarsman Capital's portfolio in Q2 2026, its #124 holding.
  • Oarsman Capital first reported a position in Axon Enterprise in Q1 2023 and has held it in 14 quarters since.
  • Oarsman Capital's Axon Enterprise position peaked at $1.22M in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.