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 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 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

Key Financial Inc's AXSM Position: Q1 2026 in Review

Key Financial Inc held its Axsome Therapeutics (AXSM) position steady in Q1 2026 at 450 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #454.

Key Financial Inc first reported a position in AXSM in Q3 2021 and has held it in 19 quarters since. The position peaked at $82.2K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

Key Financial Inc held 450 shares of Axsome Therapeutics worth $76.1K as of Q1 2026.
Key Financial Inc left its Axsome Therapeutics share count unchanged in Q1 2026.
Axsome Therapeutics made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #454 holding.
Key Financial Inc first reported a position in Axsome Therapeutics in Q3 2021 and has held it in 19 quarters since.
Key Financial Inc's Axsome Therapeutics position peaked at $82.2K in Q4 2025.
409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.