TSW
AXON

Thompson Siegel & Walmsley’s Axon Enterprise AXON Stock Holding History

Thompson Siegel & Walmsley’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 		$2.13M Buy
5,020
+1,800
+56% +$935K 0.04% 284
2025
Q4 		$1.83M Sell
3,220
-500
-13% -$310K 0.03% 281
2025
Q3 		$2.67M Buy
3,720
+1,600
+75% +$1.21M 0.04% 261
2025
Q2 		$1.75M Buy
2,120
+1,200
+130% +$817K 0.03% 270
2025
Q1 		$484K Buy
+920
New +$538K 0.01% 335
2024
Q3 		– Sell
-929
Closed -$273K – 385
2024
Q2 		$273K Buy
+929
New +$277K ﹤0.01% 336

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

Thompson Siegel & Walmsley's AXON Position: Q1 2026 in Review

Thompson Siegel & Walmsley increased its Axon Enterprise (AXON) stake by 56% in Q1 2026, buying an estimated $935K and bringing the position to 5,020 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #284.

Thompson Siegel & Walmsley first reported a position in AXON in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.67M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • Thompson Siegel & Walmsley held 5,020 shares of Axon Enterprise worth $2.13M as of Q1 2026.
  • Thompson Siegel & Walmsley bought 1,800 Axon Enterprise shares in Q1 2026, an estimated $935K.
  • Axon Enterprise made up 0.04% of Thompson Siegel & Walmsley's portfolio in Q1 2026, its #284 holding.
  • Thompson Siegel & Walmsley first reported a position in Axon Enterprise in Q2 2024 and has held it in 6 quarters since.
  • Thompson Siegel & Walmsley's Axon Enterprise position peaked at $2.67M in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2026, filed 11 May 2026.