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Concurrent Investment Advisors’s Axsome Therapeutics AXSM Stock Holding History

Concurrent Investment Advisors’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 		$281K Buy
1,661
+18
+1% +$3.11K ﹤0.01% 1544
2025
Q4 		$300K Buy
+1,643
New +$229K ﹤0.01% 1405

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

Concurrent Investment Advisors's AXSM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Axsome Therapeutics (AXSM) stake by 1.1% in Q1 2026, buying an estimated $3.11K and bringing the position to 1,661 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Concurrent Investment Advisors first reported a position in AXSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $300K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Concurrent Investment Advisors held 1,661 shares of Axsome Therapeutics worth $281K as of Q1 2026.
  • Concurrent Investment Advisors bought 18 Axsome Therapeutics shares in Q1 2026, an estimated $3.11K.
  • Axsome Therapeutics made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1544 holding.
  • Concurrent Investment Advisors first reported a position in Axsome Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Axsome Therapeutics position peaked at $300K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.