HARBOR INVESTMENT ADVISORY, LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1468792 LUTHERVILLE, MD

Position in AXON

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$108,197

+$69,975 QoQ

Shares Held

193

+114.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#941

of 1,113 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $9,249,289 across 21 Aerospace & Defense names. AXON ranks #12 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	14,811	$2,810,091
2	GE	General Electric Co	4,878	$1,823,054
3	NOC	Northrop Grumman Corp /De/	2,022	$1,029,824
4	LMT	Lockheed Martin Corp	1,864	$949,633
5	GD	General Dynamics Corp	1,855	$657,115
6	TDG	TransDigm Group INC	360	$479,534
7	BA	Boeing Co	2,173	$470,389
8	HEI	Heico Corp	480	$170,971

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,197	193	+114.4%	Shares	Sole	2026-07-07
2026-03-31	$38,222	90	-15.1%	Shares	Sole	2026-04-23
2025-12-31	$60,200	106	-4.5%	Shares	Sole	2026-01-07
2025-09-30	$79,658	111	0.0%	Shares	Sole	2025-10-27
2025-06-30	$91,901	111	+4.7%	Shares	Sole	2025-07-01
2025-03-31	$55,750	106	+17.8%	Shares	Sole	2025-04-09
2024-12-31	$53,488	90	0.0%	Shares	Sole	2025-01-16
2024-09-30	$35,964	90	0.0%	Shares	Sole	2024-10-04
2024-06-30	$26,481	90	0.0%	Shares	Sole	2024-07-19
2024-03-31	$28,159	90	-10.0%	Shares	Sole	2024-04-12
2023-12-31	$25,833	100	0.0%	Shares	Sole	2024-01-26
2023-09-30	$19,899	100	+900.0%	Shares	Sole	2023-10-13
2023-06-30	$1,951	10	—	Shares	Sole	2023-07-14
2021-06-30	$0	0	-100.0%	Shares	Sole	2021-07-27
2021-03-31	$2,848	20	0.0%	Shares	Sole	2021-04-16
2020-12-31	$2,450	20	+100.0%	Shares	Sole	2021-02-04
2020-06-30	$981	10	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.