MORGAN STANLEY

Position in AXON — Axon Enterprise, Inc.

CIK 895421 NEW YORK, NY

Position in AXON

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$610,596,220

+$194,002,516 QoQ

Shares Held

1,089,164

+11.0% QoQ

Ownership

1.34%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#14

of 1,113 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $33,539,480,268 across 85 Aerospace & Defense names. AXON ranks #14 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	30,933,048	$5,868,927,187
2	GE	General Electric Co	14,612,934	$5,461,291,815
3	LMT	Lockheed Martin Corp	5,706,408	$2,907,186,612
4	BA	Boeing Co	10,816,366	$2,341,418,742
5	SPCX	Space Exploration Technologies Corp	13,532,773	$2,312,209,587
6	HONA	Honeywell Aerospace Inc.	9,286,812	$2,053,128,386
7	NOC	Northrop Grumman Corp /De/	3,562,274	$1,814,301,761
8	HWM	Howmet Aerospace Inc.	6,100,788	$1,640,257,853

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$610,596,220	1,089,164	+11.0%	Shares	Defined	2026-08-13
2026-03-31	$416,593,704	980,936	+9.0%	Shares	Defined	2026-05-15
2025-06-30	$745,040,013	899,872	+6.2%	Shares	Defined	2025-08-15
2025-03-31	$445,646,367	847,317	+0.4%	Shares	Defined	2025-05-15
2024-09-30	$337,214,442	843,880	+4.4%	Shares	Defined	2024-11-14
2024-06-30	$237,941,582	808,665	-6.4%	Shares	Defined	2024-10-17
2024-03-31	$270,420,925	864,296	+21.6%	Shares	Defined	2024-10-17
2023-12-31	$183,591,250	710,685	+10.1%	Shares	Defined	2024-08-16
2023-09-30	$128,438,887	645,454	-6.0%	Shares	Defined	2023-11-15
2023-06-30	$133,973,094	686,619	-4.6%	Shares	Defined	2023-08-14
2023-03-31	$161,883,676	719,963	-49.0%	Shares	Defined	2023-05-15
2022-12-31	$234,241,218	1,411,687	+16.1%	Shares	Defined	2023-02-14
2022-09-30	$140,751,184	1,215,993	+200.1%	Shares	Defined	2022-11-14
2022-06-30	$37,752,854	405,204	+48.5%	Shares	Defined	2022-10-27
2022-03-31	$37,588,167	272,912	+0.9%	Shares	Defined	2022-10-27
2021-12-31	$42,461,435	270,455	-84.8%	Shares	Defined	2022-02-14
2021-09-30	$310,871,396	1,776,205	-3.9%	Shares	Defined	2021-11-15
2021-06-30	$326,721,977	1,847,975	-25.0%	Shares	Defined	2021-08-23
2021-03-31	$350,947,373	2,464,172	+691.0%	Shares	Defined	2021-05-17
2020-12-31	$38,172,748	311,538	+158.8%	Shares	Defined	2021-02-16
2020-09-30	$10,917,103	120,365	-45.7%	Shares	Defined	2020-11-13
2020-06-30	$21,733,536	221,477	-64.7%	Shares	Defined	2020-08-14
2020-03-31	$44,443,698	628,002	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.