Heritage Wealth Management, Inc.
Position in AXON — Axon Enterprise, Inc.
CIK 1944755
CINCINNATI, OH
Position in AXON
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$280,305
+$29,131 QoQ
Shares Held
500
+42.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#810
of 1,113 holders
Holding Since
Dec 2024
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, 2026Heritage Wealth Management, Inc. holds $5,384,286 across 8 Aerospace & Defense names. AXON ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
10,656 | $2,021,762 | |
| 2 | GE |
General Electric Co
|
3,537 | $1,321,883 | |
| 3 | BA |
Boeing Co
|
2,292 | $496,149 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
2,199 | $485,539 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
933 | $475,186 | |
| 6 | AXON |
Axon Enterprise, Inc.
This page
|
500 | $280,305 | |
| 7 | GD |
General Dynamics Corp
|
582 | $206,167 | |
| 8 | BYRN |
Byrna Technologies Inc.
|
14,500 | $97,295 |
All Filings in AXON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,305 | 500 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $251,174 | 350 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $289,779 | 350 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,380 | 400 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $237,728 | 400 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||