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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
2025
Q4 		– Sell
-25,800
Closed -$3.13M – 1409
2025
Q3 		$3.13M Buy
25,800
+900
+4% +$101K 0.02% 323
2025
Q2 		$2.6M Hold
24,900
– – 0.02% 327
2025
Q1 		$2.9M Buy
+24,900
New +$2.84M 0.02% 305

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

HB Wealth Management's AXSM Position: Q1 2026 in Review

HB Wealth Management increased its Axsome Therapeutics (AXSM) stake by 47% in Q1 2026, buying an estimated $2.79M and bringing the position to 50,237 shares worth $8.49M. The position accounts for 0.06% of the portfolio, ranked #179.

HB Wealth Management first reported a position in AXSM in Q1 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • HB Wealth Management held 50,237 shares of Axsome Therapeutics worth $8.49M as of Q1 2026.
  • HB Wealth Management bought 16,135 Axsome Therapeutics shares in Q1 2026, an estimated $2.79M.
  • Axsome Therapeutics made up 0.06% of HB Wealth Management's portfolio in Q1 2026, its #179 holding.
  • HB Wealth Management first reported a position in Axsome Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.