Axon Enterprise, Inc.
MX ˙ BMV ˙ US05464C1018
SecurityMX:AXON / Axon Enterprise, Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership20,451 shares
Latest Disclosed Value $ 8,685,336
Institute for Wealth Management, LLC. reports 0.07% increase in ownership of AXON / Axon Enterprise, Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 20,451 shares of Axon Enterprise, Inc. (MX:AXON) valued at $8,685,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 20,436 shares of Axon Enterprise, Inc.. This represents a change in shares of 0.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F AXON ENTERPRISE COM 05464C101 20,451 15 0.07 8,685 -25.17 0.9255
2026-01-27 2025-12-31 13F AXON ENTERPRISE COM 05464C101 20,436 -130 -0.63 11,606 -21.36 1.2297
2025-10-17 2025-09-30 13F AXON ENTERPRISE COM 05464C101 20,566 -128 -0.62 14,759 -13.86 1.5373
2025-07-18 2025-06-30 13F AXON ENTERPRISE COM 05464C101 20,694 68 0.33 17,133 57.94 1.9104
2025-04-21 2025-03-31 13F AXON ENTERPRISE COM 05464C101 20,626 -80 -0.39 10,848 -11.84 1.3918
2025-01-23 2024-12-31 13F AXON ENTERPRISE COM 05464C101 20,706 -114 -0.55 12,306 47.91 1.5415
2024-11-12 2024-09-30 13F AXON ENTERPRISE COM 05464C101 20,820 -15 -0.07 8,320 35.71 1.0499
2024-07-25 2024-06-30 13F AXON ENTERPRISE COM 05464C101 20,835 2 0.01 6,130 -5.95 0.8217
2024-04-30 2024-03-31 13F AXON ENTERPRISE COM 05464C101 20,833 83 0.40 6,518 21.60 0.8401
2024-01-31 2023-12-31 13F AXON ENTERPRISE COM 05464C101 20,750 -139 -0.67 5,360 28.97 0.8696
2023-10-13 2023-09-30 13F AXON ENTERPRISE COM 05464C101 20,889 -60 -0.29 4,157 1.69 0.7496
2023-07-25 2023-06-30 13F AXON ENTERPRISE COM 05464C101 20,949 61 0.29 4,088 -12.97 0.6895
2023-04-20 2023-03-31 13F AXON ENTERPRISE COM 05464C101 20,888 -100 -0.48 4,697 34.87 0.8969
2023-02-02 2022-12-31 13F AXON ENTERPRISE COM 05464C101 20,988 -235 -1.11 3,483 41.72 0.7321
2022-10-18 2022-09-30 13F AXON ENTERPRISE COM 05464C101 21,223 -36 -0.17 2,457 24.03 0.5513
2022-07-25 2022-06-30 13F AXON ENTERPRISE COM 05464C101 21,259 0 0.00 1,981 -32.34 0.3890
2022-04-29 2022-03-31 13F AXON ENTERPRISE COM 05464C101 21,259 0 0.00 2,928 -12.28 0.4737
2022-01-21 2021-12-31 13F AXON ENTERPRISE COM 05464C101 21,259 -111 -0.52 3,338 -10.75 0.5438
2021-11-15 2021-09-30 13F AXON ENTERPRISE COM 05464C101 21,370 0 0.00 3,740 -1.01 0.6564
2021-07-21 2021-06-30 13F AXON ENTERPRISE COM 05464C101 21,370 -20 -0.09 3,778 24.03 0.6633
2021-05-04 2021-03-31 13F AXON ENTERPRISE COM 05464C101 21,390 -1,840 -7.92 3,046 7.03 0.5791
2021-02-01 2020-12-31 13F AXON ENTERPRISE COM 05464C101 23,230 -994 -4.10 2,846 29.54 0.5658
2020-11-03 2020-09-30 13F AXON ENTERPRISE COM 05464C101 24,224 0 0.00 2,197 -7.57 0.5015
2020-07-30 2020-06-30 13F AXON ENTERPRISE COM 05464C101 24,224 100 0.41 2,377 39.25 0.5819
2020-04-29 2020-03-31 13F AXON ENTERPRISE COM 05464C101 24,124 -424 -1.73 1,707 -5.11 0.5264
2020-02-27 2019-12-31 13F/A-1 AXON ENTERPRISE COM 05464C101 24,548 -150 -0.61 1,799 28.32 0.4062
2020-01-27 2019-12-31 13F AXON ENTERPRISE COM 05464C101 1,799 -22,899 1,799 417,763.9065
2019-10-28 2019-09-30 13F AXON ENTERPRISE COM 05464C101 24,698 -200 -0.80 1,402 -12.32 0.3534
2019-08-02 2019-06-30 13F AXON ENTERPRISE COM 05464C101 24,898 -1,389 -5.28 1,599 11.82 0.3539
2019-05-15 2019-03-31 13F AXON ENTERPRISE COM 05464C101 26,287 -1,000 -3.66 1,430 19.77 0.3109
2019-02-08 2018-12-31 13F AXON ENTERPRISE COM 05464C101 27,287 -1,125 -3.96 1,194 -36.76 0.4901
2018-10-29 2018-09-30 13F AXON ENTERPRISE COM 05464C101 28,412 500 1.79 1,888 7.21 0.6372
2018-08-10 2018-06-30 13F AXON ENTERPRISE COM 05464C101 27,912 -800 -2.79 1,761 46.02 0.5611
2018-05-15 2018-03-31 13F AXON ENTERPRISE COM 05464C101 28,712 -211 -0.73 1,206 56.83 0.3555
2018-02-12 2017-12-31 13F AXON ENTERPRISE COM 05464C101 28,923 -10,028 -25.75 769 -13.50 0.1775
2017-11-14 2017-09-30 13F AXON ENTERPRISE COM 05464C101 38,951 -444 -1.13 889 -11.10 0.2891
2017-08-14 2017-06-30 13F AXON ENTERPRISE COM 05464C101 39,395 39,395 1,000 0.2751
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.