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First Turn Management’s Axsome Therapeutics AXSM Stock Holding History

First Turn Management’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 		$31.9M Sell
188,772
-18,149
-9% -$3.13M 3.56% 12
2025
Q4 		$37.8M Buy
206,921
+54,307
+36% +$7.58M 4.32% 6
2025
Q3 		$18.5M Buy
152,614
+8,214
+6% +$925K 2.78% 18
2025
Q2 		$15.1M Buy
144,400
+26,221
+22% +$2.78M 2.81% 19
2025
Q1 		$13.8M Sell
118,179
-73,967
-38% -$8.43M 2.78% 14
2024
Q4 		$16.3M Sell
192,146
-63,148
-25% -$5.81M 2.91% 15
2024
Q3 		$22.9M Sell
255,294
-81,952
-24% -$7.15M 3.63% 6
2024
Q2 		$27.1M Sell
337,246
-4,927
-1% -$365K 4.42% 3
2024
Q1 		$27.3M Buy
342,173
+46,745
+16% +$3.92M 4.08% 6
2023
Q4 		$23.5M Buy
+295,428
New +$19.8M 3.38% 15

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

First Turn Management's AXSM Position: Q1 2026 in Review

First Turn Management reduced its Axsome Therapeutics (AXSM) stake by 8.8% in Q1 2026, selling an estimated $3.13M and leaving 188,772 shares worth $31.9M. The position accounts for 3.56% of the portfolio, ranked #12.

First Turn Management first reported a position in AXSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.8M in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • First Turn Management held 188,772 shares of Axsome Therapeutics worth $31.9M as of Q1 2026.
  • First Turn Management sold 18,149 Axsome Therapeutics shares in Q1 2026, an estimated $3.13M.
  • Axsome Therapeutics made up 3.56% of First Turn Management's portfolio in Q1 2026, its #12 holding.
  • First Turn Management first reported a position in Axsome Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • First Turn Management's Axsome Therapeutics position peaked at $37.8M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on First Turn Management's 13F filing for Q1 2026, filed 15 May 2026.