Position in AXON
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,390,778
+$1,467,762 QoQ
Shares Held
16,751
-10.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#242
of 1,113 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, 2026LBP AM SA holds $474,532,547 across 20 Aerospace & Defense names. AXON ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
479,123 | $90,904,005 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
288,381 | $49,272,777 | |
| 3 | RKLB |
Rocket Lab Corp
|
436,950 | $44,415,967 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
151,534 | $44,034,265 | |
| 5 | PL |
Planet Labs PBC
|
1,126,848 | $37,332,474 | |
| 6 | GE |
General Electric Co
|
99,810 | $37,301,991 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
135,072 | $29,823,897 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
100,111 | $26,915,842 |
All Filings in AXON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,390,778 | 16,751 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,923,016 | 18,656 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,253,339 | 25,097 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,561,257 | 3,569 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,997,970 | 3,621 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,378,721 | 12,128 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,484,271 | 12,593 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $961,576 | 3,268 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,040,638 | 3,326 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||