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INVST’s Axsome Therapeutics AXSM Stock Holding History

INVST’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 		$338K Sell
1,998
-142
-7% -$24.5K 0.04% 277
2025
Q4 		$391K Hold
2,140
– – 0.04% 253
2025
Q3 		$260K Buy
2,140
+26
+1% +$2.93K 0.03% 274
2025
Q2 		$221K Buy
+2,114
New +$224K 0.03% 282

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

INVST's AXSM Position: Q1 2026 in Review

INVST reduced its Axsome Therapeutics (AXSM) stake by 6.6% in Q1 2026, selling an estimated $24.5K and leaving 1,998 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #277.

INVST first reported a position in AXSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $391K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • INVST held 1,998 shares of Axsome Therapeutics worth $338K as of Q1 2026.
  • INVST sold 142 Axsome Therapeutics shares in Q1 2026, an estimated $24.5K.
  • Axsome Therapeutics made up 0.04% of INVST's portfolio in Q1 2026, its #277 holding.
  • INVST first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • INVST's Axsome Therapeutics position peaked at $391K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.