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Livermore
Livermore
ZHEN

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

AXON holding history

Axon Enterprise, Inc. in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXON overviewAll 13F holders of AXONFull Q2 2026 holdings

Shares (Q2 2026)
2,006
Value
$1.12M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of AXON by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,006$1.12M0.4%−1,577−44.0%ReducedHolders
Q1 20263,583$1.52M0.6%+280+8.5%AddedHolders
Q4 20253,303$1.88M0.8%+44+1.4%AddedHolders
Q3 20253,259$2.34M1.0%−85−2.5%ReducedHolders
Q2 20253,344$2.77M1.3%+28+0.8%AddedHolders
Q1 20253,316$1.74M0.9%+111+3.5%AddedHolders
Q4 20243,205$1.91M1.0%+1,255+64.4%AddedHolders
Q3 20241,950$779.2K0.4%00.0%UnchangedHolders
Q2 20241,950$573.8K0.3%00.0%UnchangedHolders
Q1 20241,950$610.1K0.4%00.0%UnchangedHolders
Q4 20231,950$503.7K0.3%−1,521−43.8%ReducedHolders
Q3 20233,471$690.7K0.5%+163+4.9%AddedHolders
Q2 20233,308$645.5K0.4%−196−5.6%ReducedHolders
Q1 20233,504$787.9K0.6%+1,554+79.7%AddedHolders
Q4 20221,950$323.6K0.3%00.0%UnchangedHolders
Q3 20221,950$246.0K0.2%+1,950NewHolders
Q2 20220$00.0%−2,050−100.0%Sold outHolders
Q1 20222,050$282.0K0.2%00.0%UnchangedHolders
Q4 20212,050$322.0K0.2%00.0%UnchangedHolders
Q3 20212,050$359.0K0.3%00.0%UnchangedHolders
Q2 20212,050$362.0K0.3%00.0%UnchangedHolders
Q1 20212,050$292.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.