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HB Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

HB Wealth 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
Q2 		$12.3M Buy
50,440
+203
+0.4% +$44K 0.07% 149
2026
Q1 		$8.49M Buy
50,237
+16,135
+47% +$2.79M 0.06% 179
2025
Q4 		$6.23M Sell
34,102
-6,104
-15% -$852K 0.04% 227
2025
Q3 		$4.88M Buy
40,206
+15,266
+61% +$1.72M 0.03% 257
2025
Q2 		$2.6M Sell
24,940
-30,090
-55% -$3.19M 0.02% 326
2025
Q1 		$6.42M Buy
+55,030
New +$6.27M 0.05% 184

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 $3.38T AUM 44.17% 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

HB Wealth Management's AXSM Position: Q2 2026 in Review

HB Wealth Management increased its Axsome Therapeutics (AXSM) stake by 0.4% in Q2 2026, buying an estimated $44K and bringing the position to 50,440 shares worth $12.3M. The position accounts for 0.07% of the portfolio, ranked #149.

HB Wealth Management first reported a position in AXSM in Q1 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • HB Wealth Management held 50,440 shares of Axsome Therapeutics worth $12.3M as of Q2 2026.
  • HB Wealth Management bought 203 Axsome Therapeutics shares in Q2 2026, an estimated $44K.
  • Axsome Therapeutics made up 0.07% of HB Wealth Management's portfolio in Q2 2026, its #149 holding.
  • HB Wealth Management first reported a position in Axsome Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.