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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
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 $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

Concord Wealth Partners's AXSM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Axsome Therapeutics (AXSM) in Q1 2026, closing a stake of 1 share — an estimated $183 sold.

Concord Wealth Partners first reported a position in AXSM in Q2 2025 and held it in 3 quarters. The position peaked at $183 in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Concord Wealth Partners reported no remaining Axsome Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Axsome Therapeutics share in Q1 2026, an estimated $183.
  • Concord Wealth Partners first reported a position in Axsome Therapeutics in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Axsome Therapeutics position peaked at $183 in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.