Institute for Wealth Management, LLC.
Position in AXON — Axon Enterprise, Inc.
CIK 1533954
DENVER, CO
Position in AXON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,121,941
+$2,436,606 QoQ
Shares Held
19,839
-3.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#220
of 1,119 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. AXON ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
This page
|
19,839 | $11,121,941 | |
| 2 | BA |
Boeing Co
|
19,103 | $4,135,226 | |
| 3 | GE |
General Electric Co
|
9,517 | $3,556,788 | |
| 4 | RTX |
RTX Corp
|
13,818 | $2,621,689 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
8,888 | $2,389,627 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,447 | $1,246,648 | |
| 7 | AIR |
Aar Corp
|
5,000 | $714,650 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,349 | $518,659 |
All Filings in AXON
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,121,941 | 19,839 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,685,335 | 20,451 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,606,217 | 20,436 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,758,984 | 20,566 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,133,390 | 20,694 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,848,244 | 20,626 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $12,305,989 | 20,706 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,319,672 | 20,820 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,130,490 | 20,835 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,518,229 | 20,833 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,360,347 | 20,750 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,156,702 | 20,889 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,087,568 | 20,949 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,696,666 | 20,888 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,482,538 | 20,988 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,456,562 | 21,223 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,980,701 | 21,259 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,928,002 | 21,259 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,337,663 | 21,259 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,740,177 | 21,370 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,778,216 | 21,370 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,046,363 | 21,390 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,846,371 | 23,230 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,197,116 | 24,224 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,377,101 | 24,224 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,707,255 | 24,124 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||