Position in AXON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$984,990
+$139,008 QoQ
Shares Held
1,757
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#556
of 1,113 holders
Holding Since
Mar 2021
19 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, 2026Independent Advisor Alliance holds $64,759,421 across 24 Aerospace & Defense names. AXON ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
31,369 | $11,723,536 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
49,863 | $8,519,591 | |
| 3 | RTX |
RTX Corp
|
41,366 | $7,848,370 | |
| 4 | LMT |
Lockheed Martin Corp
|
13,840 | $7,050,925 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
27,597 | $5,371,755 | |
| 6 | BA |
Boeing Co
|
22,007 | $4,763,854 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
9,021 | $4,594,485 | |
| 8 | GD |
General Dynamics Corp
|
9,324 | $3,302,933 |
All Filings in AXON
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,990 | 1,757 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $845,982 | 1,992 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,609,512 | 2,834 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,231,141 | 3,109 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,876,263 | 3,474 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,720,907 | 3,272 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,786,524 | 3,006 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,002,595 | 2,509 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $752,370 | 2,557 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $752,789 | 2,406 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $550,242 | 2,130 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $439,568 | 2,209 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $422,629 | 2,166 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $406,753 | 1,809 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $203,978 | 1,481 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $210,380 | 1,340 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $301,909 | 1,725 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $301,267 | 1,704 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $247,953 | 1,741 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||