Position in AXON
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$302,729
+$73,397 QoQ
Shares Held
540
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#786
of 1,112 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXON Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Performance Wealth Partners, LLC holds $12,657,335 across 8 Aerospace & Defense names. AXON ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
18,484 | $6,908,025 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,962 | $2,527,940 | |
| 3 | GD |
General Dynamics Corp
|
2,172 | $769,409 | |
| 4 | BA |
Boeing Co
|
3,481 | $753,532 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,505 | $598,864 | |
| 6 | RTX |
RTX Corp
|
2,720 | $516,065 | |
| 7 | AXON |
Axon Enterprise, Inc.
This page
|
540 | $302,729 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,270 | $280,771 |
All Filings in AXON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,729 | 540 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $229,332 | 540 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $333,374 | 587 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $450,677 | 628 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $550,580 | 665 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $349,756 | 665 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $395,222 | 665 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $265,734 | 665 | Shares | Sole | 2024-10-10 | |
| 2024-03-31 | $208,065 | 665 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||