AssetMark Inc
AXSM icon

AssetMark Inc’s Axsome Therapeutics AXSM Stock Holding History

AssetMark Inc’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
Q1 		$200K Buy
1,182
+79
+7% +$13.6K ﹤0.01% 1354
2025
Q4 		$201K Sell
1,103
-150
-12% -$20.9K ﹤0.01% 1307
2025
Q3 		$152K Buy
1,253
+129
+11% +$14.5K ﹤0.01% 1328
2025
Q2 		$117K Buy
1,124
+137
+14% +$14.5K ﹤0.01% 1338
2025
Q1 		$115K Buy
987
+376
+62% +$42.8K ﹤0.01% 1246
2024
Q4 		$51.7K Buy
+611
New +$56.2K ﹤0.01% 1416

Other funds holding AXSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc's AXSM Position: Q1 2026 in Review

AssetMark Inc increased its Axsome Therapeutics (AXSM) stake by 7.2% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,182 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

AssetMark Inc first reported a position in AXSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $201K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • AssetMark Inc held 1,182 shares of Axsome Therapeutics worth $200K as of Q1 2026.
  • AssetMark Inc bought 79 Axsome Therapeutics shares in Q1 2026, an estimated $13.6K.
  • Axsome Therapeutics made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1354 holding.
  • AssetMark Inc first reported a position in Axsome Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • AssetMark Inc's Axsome Therapeutics position peaked at $201K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.