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 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	+$9.99K	﹤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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's AXSM Position: Q1 2026 in Review

IFP Advisors reduced its Axsome Therapeutics (AXSM) stake by 2.3% in Q1 2026, selling an estimated $251K and leaving 60,994 shares worth $10.3M. The position accounts for 0.21% of the portfolio, ranked #98.

IFP Advisors first reported a position in AXSM in Q3 2021 and has held it in 10 quarters since. The position peaked at $11.4M in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

IFP Advisors held 60,994 shares of Axsome Therapeutics worth $10.3M as of Q1 2026.
IFP Advisors sold 1,454 Axsome Therapeutics shares in Q1 2026, an estimated $251K.
Axsome Therapeutics made up 0.21% of IFP Advisors's portfolio in Q1 2026, its #98 holding.
IFP Advisors first reported a position in Axsome Therapeutics in Q3 2021 and has held it in 10 quarters since.
IFP Advisors's Axsome Therapeutics position peaked at $11.4M in Q4 2025.
409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.