Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Axsome Therapeutics AXSM Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.31M Buy
7,734
+2,585
+50% +$447K ﹤0.01% 1393
2025
Q4 		$940K Sell
5,149
-2
-0% -$279 ﹤0.01% 1533
2025
Q3 		$626K Buy
5,151
+2,146
+71% +$242K ﹤0.01% 1677
2025
Q2 		$314K Buy
3,005
+1,218
+68% +$129K ﹤0.01% 1833
2025
Q1 		$208K Sell
1,787
-16,918
-90% -$1.93M ﹤0.01% 1903
2024
Q4 		$1.58M Sell
18,705
-2,088
-10% -$192K 0.01% 878
2024
Q3 		$1.87M Sell
20,793
-3,127
-13% -$273K 0.01% 736
2024
Q2 		$1.93M Sell
23,920
-5,675
-19% -$420K 0.01% 655
2024
Q1 		$2.36M Sell
29,595
-8,776
-23% -$737K 0.01% 581
2023
Q4 		$3.05M Sell
38,371
-1,759
-4% -$118K 0.02% 497
2023
Q3 		$2.81M Buy
40,130
+12,104
+43% +$905K 0.02% 473
2023
Q2 		$2.01M Buy
28,026
+27,996
+93,320% +$2.07M 0.01% 518
2023
Q1 		$2K Hold
30
– – ﹤0.01% 3614
2022
Q4 		$2K Buy
30
+10
+50% +$598 ﹤0.01% 3502
2022
Q3 		$1K Hold
20
– – ﹤0.01% 3600
2022
Q2 		$1K Sell
20
-9
-31% -$285 ﹤0.01% 3489
2022
Q1 		$1K Sell
29
-62
-68% -$1.92K ﹤0.01% 3294
2021
Q4 		$3K Buy
+91
New +$3.35K ﹤0.01% 2935
2021
Q2 		$6.17M Hold
91,417
– – 0.05% 261
2021
Q1 		$6.17M Hold
91,417
– – 0.05% 261
2020
Q4 		$6.17M Hold
91,417
– – 0.05% 261
2020
Q3 		$6.17M Hold
91,417
– – 0.05% 261
2020
Q2 		$6.17M Hold
91,417
– – 0.05% 261
2020
Q1 		$6.17M Hold
91,417
– – 0.05% 261
2019
Q4 		$6.17M Hold
91,417
– – 0.05% 261
2019
Q3 		$6.17M Hold
91,417
– – 0.05% 261
2019
Q2 		$6.17M Hold
91,417
– – 0.05% 261
2019
Q1 		$6.17M Buy
+91,417
New +$849K 0.05% 261

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

Carson Wealth (CWM LLC)'s AXSM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Axsome Therapeutics (AXSM) stake by 50% in Q1 2026, buying an estimated $447K and bringing the position to 7,734 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Carson Wealth (CWM LLC) first reported a position in AXSM in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.17M in Q2 2021. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,734 shares of Axsome Therapeutics worth $1.31M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,585 Axsome Therapeutics shares in Q1 2026, an estimated $447K.
  • Axsome Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1393 holding.
  • Carson Wealth (CWM LLC) first reported a position in Axsome Therapeutics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Axsome Therapeutics position peaked at $6.17M in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.