J.M. Forbes & Co’s Axsome Therapeutics AXSM Stock Holding History

J.M. Forbes & Co’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	$626K	Hold	3,704	–	–	0.05%	94
2025 Q4	$676K	Hold	3,704	–	–	0.05%	91
2025 Q3	$450K	Hold	3,704	–	–	0.04%	107
2025 Q2	$387K	Sell	3,704 -136	-4%	-$14.4K	0.04%	116
2025 Q1	$448K	Hold	3,840	–	–	0.04%	105
2024 Q4	$325K	Hold	3,840	–	–	0.03%	120
2024 Q3	$345K	Hold	3,840	–	–	0.03%	115
2024 Q2	$309K	Hold	3,840	–	–	0.03%	114
2024 Q1	$306K	Hold	3,840	–	–	0.03%	114
2023 Q4	$306K	Hold	3,840	–	–	0.04%	110
2023 Q3	$268K	Hold	3,840	–	–	0.03%	115
2023 Q2	$276K	Hold	3,840	–	–	0.03%	115
2023 Q1	$237K	Hold	3,840	–	–	0.03%	102
2022 Q4	$296K	Buy	+3,840	New	+$230K	0.04%	90
2021 Q3	–	Sell	-3,840	Closed	-$259K	–	115
2021 Q2	$259K	Hold	3,840	–	–	0.03%	102
2021 Q1	$217K	Hold	3,840	–	–	0.03%	98
2020 Q4	$313K	Hold	3,840	–	–	0.05%	87
2020 Q3	$273K	Hold	3,840	–	–	0.04%	85
2020 Q2	$316K	Hold	3,840	–	–	0.06%	75
2020 Q1	$226K	Hold	3,840	–	–	0.05%	80
2019 Q4	$397K	Buy	+3,840	New	+$155K	0.07%	82
2018 Q4	–	Sell	-15,066	Closed	-$52K	–	102
2018 Q3	$52K	Hold	15,066	–	–	0.01%	99
2018 Q2	$48K	Hold	15,066	–	–	0.01%	101
2018 Q1	$37K	Hold	15,066	–	–	0.01%	104
2017 Q4	$84K	Hold	15,066	–	–	0.02%	103
2017 Q3	$83K	Hold	15,066	–	–	0.02%	98
2017 Q2	$82K	Hold	15,066	–	–	0.02%	99
2017 Q1	$59K	Hold	15,066	–	–	0.02%	101
2016 Q4	$101K	Hold	15,066	–	–	0.03%	99
2016 Q3	$119K	Buy	+15,066	New	+$114K	0.03%	95

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

J.M. Forbes & Co's AXSM Position: Q1 2026 in Review

J.M. Forbes & Co held its Axsome Therapeutics (AXSM) position steady in Q1 2026 at 3,704 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #94.

J.M. Forbes & Co first reported a position in AXSM in Q3 2016 and has held it in 30 quarters since. The position peaked at $676K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

J.M. Forbes & Co held 3,704 shares of Axsome Therapeutics worth $626K as of Q1 2026.
J.M. Forbes & Co left its Axsome Therapeutics share count unchanged in Q1 2026.
Axsome Therapeutics made up 0.05% of J.M. Forbes & Co's portfolio in Q1 2026, its #94 holding.
J.M. Forbes & Co first reported a position in Axsome Therapeutics in Q3 2016 and has held it in 30 quarters since.
J.M. Forbes & Co's Axsome Therapeutics position peaked at $676K in Q4 2025.
409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on J.M. Forbes & Co's 13F filing for Q1 2026, filed 16 Apr 2026.