IFP Advisors’s Axsome Therapeutics AXSM Stock Holding History

IFP 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 Q3	$11.5M	Buy	62,384 +111	+0.2%	+$24.1K	0.2%	111
2026 Q2	$15.2M	Buy	62,273 +1,279	+2%	+$277K	0.28%	72
2026 Q1	$10.3M	Sell	60,994 -1,454	-2%	-$251K	0.21%	98
2025 Q4	$11.4M	Sell	62,448 -865	-1%	-$121K	0.26%	76
2025 Q3	$7.69M	Sell	63,313 -705	-1%	-$79.4K	0.2%	105
2025 Q2	$6.68M	Sell	64,018 -4,096	-6%	-$434K	0.19%	111
2025 Q1	$7.94M	Buy	68,114 +275	+0.4%	+$31.3K	0.25%	88
2024 Q4	$5.74M	Buy	67,839 +18,038	+36%	+$1.66M	0.19%	112
2024 Q3	$4.48M	Buy	+49,801	New	+$4.35M	0.16%	137
2022 Q4	–	Sell	-200	Closed	-$4K	–	4608
2022 Q3	$4K	Buy	+200	New	+$10K	﹤0.01%	4089
2022 Q1	–	Sell	-10	Closed	-$1K	–	4544
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2937
2021 Q3	$1K	Buy	+10	New	+$390	﹤0.01%	2976

Other funds holding AXSM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

IFP Advisors's AXSM Position: Q3 2026 in Review

IFP Advisors increased its Axsome Therapeutics (AXSM) stake by 0.18% in Q3 2026, buying an estimated $24.1K and bringing the position to 62,384 shares worth $11.5M. The position accounts for 0.2% of the portfolio, ranked #111.

IFP Advisors first reported a position in AXSM in Q3 2021 and has held it in 12 quarters since. The position peaked at $15.2M in Q2 2026. 99 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

IFP Advisors held 62,384 shares of Axsome Therapeutics worth $11.5M as of Q3 2026.
IFP Advisors bought 111 Axsome Therapeutics shares in Q3 2026, an estimated $24.1K.
Axsome Therapeutics made up 0.2% of IFP Advisors's portfolio in Q3 2026, its #111 holding.
IFP Advisors first reported a position in Axsome Therapeutics in Q3 2021 and has held it in 12 quarters since.
IFP Advisors's Axsome Therapeutics position peaked at $15.2M in Q2 2026.
99 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.