SFG
AXON

Synergy Financial Group’s Axon Enterprise AXON Stock Holding History

Synergy Financial Group’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 		$570K Sell
1,341
-119
-8% -$61.8K 0.43% 49
2025
Q4 		$829K Buy
1,460
+72
+5% +$44.7K 0.58% 35
2025
Q3 		$996K Buy
1,388
+19
+1% +$14.4K 0.67% 30
2025
Q2 		$1.13M Buy
1,369
+59
+5% +$40.1K 0.83% 28
2025
Q1 		$689K Buy
1,310
+317
+32% +$186K 0.62% 39
2024
Q4 		$590K Buy
993
+246
+33% +$134K 0.49% 42
2024
Q3 		$299K Buy
747
+35
+5% +$12.1K 0.28% 67
2024
Q2 		$209K Buy
+712
New +$212K 0.22% 77

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

Synergy Financial Group's AXON Position: Q1 2026 in Review

Synergy Financial Group reduced its Axon Enterprise (AXON) stake by 8.2% in Q1 2026, selling an estimated $61.8K and leaving 1,341 shares worth $570K. The position accounts for 0.43% of the portfolio, ranked #49.

Synergy Financial Group first reported a position in AXON in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Synergy Financial Group held 1,341 shares of Axon Enterprise worth $570K as of Q1 2026.
  • Synergy Financial Group sold 119 Axon Enterprise shares in Q1 2026, an estimated $61.8K.
  • Axon Enterprise made up 0.43% of Synergy Financial Group's portfolio in Q1 2026, its #49 holding.
  • Synergy Financial Group first reported a position in Axon Enterprise in Q2 2024 and has held it in 8 quarters since.
  • Synergy Financial Group's Axon Enterprise position peaked at $1.13M in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.