Aries Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

Aries Wealth Management’s Portfolio AXSM Stock Details AXSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$645K	Sell	3,500 -500	-13%	-$109K	0.12%	128
2026 Q2	$979K	Hold	4,000	–	–	0.19%	101
2026 Q1	$676K	Hold	4,000	–	–	0.15%	121
2025 Q4	$731K	Hold	4,000	–	–	0.16%	117
2025 Q3	$486K	Hold	4,000	–	–	0.11%	145
2025 Q2	$418K	Hold	4,000	–	–	0.11%	156
2025 Q1	$467K	Hold	4,000	–	–	0.13%	144
2024 Q4	$338K	Hold	4,000	–	–	0.09%	170
2024 Q3	$359K	Hold	4,000	–	–	0.1%	167
2024 Q2	$322K	Hold	4,000	–	–	0.1%	155
2024 Q1	$319K	Hold	4,000	–	–	0.1%	159
2023 Q4	$318K	Hold	4,000	–	–	0.11%	147
2023 Q3	$268K	Hold	4,000	–	–	0.1%	162
2023 Q2	$287K	Hold	4,000	–	–	0.11%	154
2023 Q1	$247K	Hold	4,000	–	–	0.1%	166
2022 Q4	$309K	Buy	+4,000	New	+$239K	0.13%	144

Other funds holding AXSM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Aries Wealth Management's AXSM Position: Q3 2026 in Review

Aries Wealth Management reduced its Axsome Therapeutics (AXSM) stake by 13% in Q3 2026, selling an estimated $109K and leaving 3,500 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #128.

Aries Wealth Management first reported a position in AXSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $979K in Q2 2026. 63 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

Aries Wealth Management held 3,500 shares of Axsome Therapeutics worth $645K as of Q3 2026.
Aries Wealth Management sold 500 Axsome Therapeutics shares in Q3 2026, an estimated $109K.
Axsome Therapeutics made up 0.12% of Aries Wealth Management's portfolio in Q3 2026, its #128 holding.
Aries Wealth Management first reported a position in Axsome Therapeutics in Q4 2022 and has held it in 16 quarters since.
Aries Wealth Management's Axsome Therapeutics position peaked at $979K in Q2 2026.
63 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.