WWM
AXON

Whalen Wealth Management’s Axon Enterprise AXON Stock Holding History

Whalen Wealth Management’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
Q3 		$292K Sell
692
-204
-23% -$110K 0.12% 168
2026
Q2 		$502K Buy
+896
New +$375K 0.23% 110
2024
Q3 		– Sell
-2,058
Closed -$606K – 118
2024
Q2 		$606K Buy
2,058
+1,245
+153% +$372K 0.48% 47
2024
Q1 		$254K Buy
+813
New +$226K 0.19% 79

Other funds holding AXON

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Whalen Wealth Management's AXON Position: Q3 2026 in Review

Whalen Wealth Management reduced its Axon Enterprise (AXON) stake by 23% in Q3 2026, selling an estimated $110K and leaving 692 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #168.

Whalen Wealth Management first reported a position in AXON in Q1 2024 and has held it in 4 quarters since. The position peaked at $606K in Q2 2024. 40 funds tracked by Wall St. Rank hold AXON as of Q3 2026.

  • Whalen Wealth Management held 692 shares of Axon Enterprise worth $292K as of Q3 2026.
  • Whalen Wealth Management sold 204 Axon Enterprise shares in Q3 2026, an estimated $110K.
  • Axon Enterprise made up 0.12% of Whalen Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Whalen Wealth Management first reported a position in Axon Enterprise in Q1 2024 and has held it in 4 quarters since.
  • Whalen Wealth Management's Axon Enterprise position peaked at $606K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.