Position in AXON
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$259,562
-$28,378 QoQ
Shares Held
463
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#833
of 1,113 holders
Holding Since
Mar 2025
5 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, 2026Everhart Financial Group, Inc. holds $13,782,035 across 11 Aerospace & Defense names. AXON ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
12,771 | $4,772,905 | |
| 2 | RTX |
RTX Corp
|
13,351 | $2,533,085 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,365 | $1,442,433 | |
| 4 | BA |
Boeing Co
|
6,255 | $1,354,019 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,250 | $1,146,285 | |
| 6 | TDG |
TransDigm Group INC
|
730 | $972,389 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
746 | $379,945 | |
| 8 | GD |
General Dynamics Corp
|
920 | $325,900 |
All Filings in AXON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,562 | 463 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $287,940 | 507 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $544,688 | 759 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $548,924 | 663 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $229,314 | 436 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||