LEE JOHNSON CAPITAL MANAGEMENT, LLC

Position in AXON — Axon Enterprise, Inc.

CIK 1674836 FORT WORTH, TX

Position in AXON

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

Position Value

$214,153

-$33,464 QoQ

Shares Held

382

-12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#893

of 1,113 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LEE JOHNSON CAPITAL MANAGEMENT, LLC holds $10,788,359 across 4 Aerospace & Defense names. AXON ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	20,849	$5,605,462
2	GE	General Electric Co	11,711	$4,376,752
3	LMT	Lockheed Martin Corp	1,162	$591,992
4	AXON	Axon Enterprise, Inc. This page	382	$214,153

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,153	382	-12.4%	Shares	Sole	2026-08-07
2025-12-31	$247,617	436	-70.0%	Shares	Sole	2026-01-12
2025-09-30	$1,042,013	1,452	-83.3%	Shares	Sole	2025-10-20
2025-06-30	$7,192,314	8,687	+19.1%	Shares	Sole	2025-07-17
2025-03-31	$3,836,279	7,294	+2032.7%	Shares	Sole	2025-04-30
2024-12-31	$203,257	342	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.