James T. Borello
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James T. Borello’s Axsome Therapeutics AXSM Stock Holding History

James T. Borello’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 		$9.6K Hold
52
– – ﹤0.01% 615
2026
Q2 		$12.7K Hold
52
– – ﹤0.01% 531
2026
Q1 		$8.79K Hold
52
– – ﹤0.01% 600
2025
Q4 		$9.5K Buy
52
+47
+940% +$6.56K ﹤0.01% 428
2025
Q3 		$607 Buy
+5
New +$563 ﹤0.01% 857

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

James T. Borello's AXSM Position: Q3 2026 in Review

James T. Borello held its Axsome Therapeutics (AXSM) position steady in Q3 2026 at 52 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

James T. Borello first reported a position in AXSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.7K in Q2 2026. 111 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • James T. Borello held 52 shares of Axsome Therapeutics worth $9.6K as of Q3 2026.
  • James T. Borello left its Axsome Therapeutics share count unchanged in Q3 2026.
  • Axsome Therapeutics made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #615 holding.
  • James T. Borello first reported a position in Axsome Therapeutics in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Axsome Therapeutics position peaked at $12.7K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.