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Key Financial Inc’s Axsome Therapeutics AXSM Stock Holding History

Key Financial Inc’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
Q2 		$110K Hold
450
– – 0.02% 402
2026
Q1 		$76.1K Hold
450
– – 0.01% 454
2025
Q4 		$82.2K Hold
450
– – 0.02% 427
2025
Q3 		$53.4K Hold
450
– – 0.01% 507
2025
Q2 		$47K Hold
450
– – 0.01% 504
2025
Q1 		$52.5K Hold
450
– – 0.01% 473
2024
Q4 		$38.1K Hold
450
– – 0.01% 524
2024
Q3 		$40.4K Hold
450
– – 0.01% 513
2024
Q2 		$36.2K Hold
450
– – 0.01% 521
2024
Q1 		$35.9K Hold
450
– – 0.01% 491
2023
Q4 		$35.8K Hold
450
– – 0.01% 483
2023
Q3 		$31.4K Hold
450
– – 0.01% 481
2023
Q2 		$32.3K Hold
450
– – 0.01% 478
2023
Q1 		$27.8K Hold
450
– – 0.01% 475
2022
Q4 		$20.1K Hold
450
– – 0.01% 493
2022
Q3 		$20K Hold
450
– – 0.01% 494
2022
Q2 		$18K Hold
450
– – 0.01% 522
2022
Q1 		$19K Hold
450
– – 0.01% 506
2021
Q4 		$17K Sell
450
-1,000
-69% -$36.8K 0.01% 509
2021
Q3 		$48K Buy
+1,450
New +$56.5K 0.03% 348

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Key Financial Inc's AXSM Position: Q2 2026 in Review

Key Financial Inc held its Axsome Therapeutics (AXSM) position steady in Q2 2026 at 450 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #402.

Key Financial Inc first reported a position in AXSM in Q3 2021 and has held it in 20 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Key Financial Inc held 450 shares of Axsome Therapeutics worth $110K as of Q2 2026.
  • Key Financial Inc left its Axsome Therapeutics share count unchanged in Q2 2026.
  • Axsome Therapeutics made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #402 holding.
  • Key Financial Inc first reported a position in Axsome Therapeutics in Q3 2021 and has held it in 20 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.