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Concord Wealth Partners’s Axsome Therapeutics AXSM Stock Holding History

Concord Wealth Partners’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 		$245 Buy
+1
New +$217 ﹤0.01% 841
2026
Q1 		– Sell
-1
Closed -$183 – 251
2025
Q4 		$183 Hold
1
– – ﹤0.01% 805
2025
Q3 		$121 Hold
1
– – ﹤0.01% 805
2025
Q2 		$104 Buy
+1
New +$106 ﹤0.01% 833

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concord Wealth Partners's AXSM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Axsome Therapeutics (AXSM) in Q2 2026: 1 share worth $245. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AXSM as recently as Q4 2025.

Concord Wealth Partners first reported a position in AXSM in Q2 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Concord Wealth Partners held 1 share of Axsome Therapeutics worth $245 as of Q2 2026.
  • Axsome Therapeutics was a new Concord Wealth Partners position in Q2 2026.
  • Axsome Therapeutics made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #841 holding.
  • Concord Wealth Partners first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.