Bank of Montreal’s Axsome Therapeutics AXSM Stock Holding History

Bank of Montreal’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 Q2	$1.08M	Buy	+4,429	New	+$961K	﹤0.01%	2040
2024 Q3	–	Sell	-10,531	Closed	-$849K	–	3857
2024 Q2	$849K	Buy	+10,531	New	+$780K	﹤0.01%	2117
2021 Q2	–	Sell	-786	Closed	-$43K	–	3747
2021 Q1	$43K	Sell	786 -3,507	-82%	-$247K	﹤0.01%	3769
2020 Q4	$335K	Buy	4,293 +3,009	+234%	+$225K	﹤0.01%	2929
2020 Q3	$94K	Sell	1,284 -918	-42%	-$71.5K	﹤0.01%	3110
2020 Q2	$180K	Buy	+2,202	New	+$169K	﹤0.01%	2784
2020 Q1	–	Sell	-3,180	Closed	-$329K	–	4104
2019 Q4	$329K	Buy	3,180 +973	+44%	+$39.3K	﹤0.01%	2892
2019 Q3	$45K	Buy	2,207 +174	+9%	+$4.47K	﹤0.01%	3667
2019 Q2	$52K	Buy	+2,033	New	+$40.7K	﹤0.01%	3664

Other funds holding AXSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of Montreal's AXSM Position: Q2 2026 in Review

Bank of Montreal opened a new position in Axsome Therapeutics (AXSM) in Q2 2026: 4,429 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #2040 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in AXSM as recently as Q2 2024.

Bank of Montreal first reported a position in AXSM in Q2 2019 and has held it in 9 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

Bank of Montreal held 4,429 shares of Axsome Therapeutics worth $1.08M as of Q2 2026.
Axsome Therapeutics was a new Bank of Montreal position in Q2 2026.
Axsome Therapeutics made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2040 holding.
Bank of Montreal first reported a position in Axsome Therapeutics in Q2 2019 and has held it in 9 quarters since.
506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.