Cornerstone Planning Group
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Cornerstone Planning Group’s Axsome Therapeutics AXSM Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-14
Closed -$3.36K – 305
2026
Q2 		$3.36K Buy
14
+9
+180% +$1.95K ﹤0.01% 1193
2026
Q1 		$1.12K Hold
5
– – ﹤0.01% 1434
2025
Q4 		$926 Hold
5
– – ﹤0.01% 1371
2025
Q3 		$666 Hold
5
– – ﹤0.01% 1418
2025
Q2 		$518 Hold
5
– – ﹤0.01% 1289
2025
Q1 		$521 Hold
5
– – ﹤0.01% 1289
2024
Q4 		$513 Buy
+5
New +$460 ﹤0.01% 1126

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Cornerstone Planning Group's AXSM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Axsome Therapeutics (AXSM) in Q3 2026, closing a stake of 14 shares — an estimated $3.36K sold.

Cornerstone Planning Group first reported a position in AXSM in Q4 2024 and held it in 7 quarters. The position peaked at $3.36K in Q2 2026. 63 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Axsome Therapeutics position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 14 Axsome Therapeutics shares in Q3 2026, an estimated $3.36K.
  • Cornerstone Planning Group first reported a position in Axsome Therapeutics in Q4 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Axsome Therapeutics position peaked at $3.36K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.