Position in AXON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$297,123
+$72,038 QoQ
Shares Held
530
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#792
of 1,113 holders
Holding Since
Sep 2024
8 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, 202644 WEALTH MANAGEMENT LLC holds $8,348,738 across 10 Aerospace & Defense names. AXON ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,304 | $1,982,263 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,332 | $1,399,878 | |
| 3 | GD |
General Dynamics Corp
|
3,641 | $1,289,787 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,367 | $1,269,006 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,269 | $646,504 | |
| 6 | RTX |
RTX Corp
|
2,702 | $512,650 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
838 | $426,801 | |
| 8 | BA |
Boeing Co
|
1,454 | $314,747 |
All Filings in AXON
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,123 | 530 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,085 | 530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,965 | 500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $358,820 | 500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $413,970 | 500 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $262,975 | 500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $297,160 | 500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $199,800 | 500 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||