Question 1

How many shares of AXON does PRIMECAP MANAGEMENT CO/CA/ own?

Accepted Answer

As of 2026-Q2, PRIMECAP MANAGEMENT CO/CA/ holds 133,820 shares of AXON (AXON ENTERPRISE INC).

Question 2

What is PRIMECAP MANAGEMENT CO/CA/'s AXON position worth?

Accepted Answer

As of 2026-Q2, PRIMECAP MANAGEMENT CO/CA/'s AXON position is worth $75M.

Question 3

Is PRIMECAP MANAGEMENT CO/CA/ buying or selling AXON?

Accepted Answer

In 2026-Q2, PRIMECAP MANAGEMENT CO/CA/ increased their AXON position (+1015.2% change in shares).

Question 4

When did PRIMECAP MANAGEMENT CO/CA/ first buy AXON?

Accepted Answer

Based on available 13F filings, PRIMECAP MANAGEMENT CO/CA/ first reported a position in AXON in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	133,820	+1015.2%	$75M	0.0%	$560.61	48
2026-Q1	Decreased	12,000	-0.8%	$5.1M	0.0%	$579.09	0
2025-Q4	Decreased	12,100	-8.3%	$6.9M	0.0%	$572.11	0
2025-Q3	Decreased	13,200	-25.0%	$9.5M	0.0%	$716.02	0
2025-Q2	Decreased	17,600	-44.6%	$14.6M	0.0%	$818.60	0
2025-Q1	Decreased	31,800	-31.6%	$16.7M	0.0%	$534.95	0
2024-Q4	Decreased	46,500	-39.3%	$27.6M	0.0%	$604.32	0
2024-Q3	Decreased	76,600	-16.5%	$30.6M	0.0%	$395.34	0