BFG
AXSM icon

Birch Financial Group’s Axsome Therapeutics AXSM Stock Holding History

Birch Financial Group’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 		$410K Sell
1,675
-1,685
-50% -$365K 0.21% 84
2026
Q1 		$568K Buy
3,360
+2,263
+206% +$391K 0.33% 65
2025
Q4 		$200K Buy
+1,097
New +$153K 0.11% 133

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Birch Financial Group's AXSM Position: Q2 2026 in Review

Birch Financial Group reduced its Axsome Therapeutics (AXSM) stake by 50% in Q2 2026, selling an estimated $365K and leaving 1,675 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #84.

Birch Financial Group first reported a position in AXSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 39 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Birch Financial Group held 1,675 shares of Axsome Therapeutics worth $410K as of Q2 2026.
  • Birch Financial Group sold 1,685 Axsome Therapeutics shares in Q2 2026, an estimated $365K.
  • Axsome Therapeutics made up 0.21% of Birch Financial Group's portfolio in Q2 2026, its #84 holding.
  • Birch Financial Group first reported a position in Axsome Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Birch Financial Group's Axsome Therapeutics position peaked at $568K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.