LPL Financial
AXSM icon

LPL Financial’s Axsome Therapeutics AXSM Stock Holding History

LPL Financial’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 		$9.97M Sell
40,724
-6,387
-14% -$1.39M ﹤0.01% 2150
2026
Q1 		$7.96M Buy
47,111
+16,703
+55% +$2.89M ﹤0.01% 2194
2025
Q4 		$5.55M Buy
30,408
+3,951
+15% +$552K ﹤0.01% 2441
2025
Q3 		$3.21M Buy
26,457
+2,211
+9% +$249K ﹤0.01% 2877
2025
Q2 		$2.53M Buy
24,246
+1,112
+5% +$118K ﹤0.01% 2904
2025
Q1 		$2.7M Sell
23,134
-1,075
-4% -$122K ﹤0.01% 2682
2024
Q4 		$2.05M Buy
24,209
+7,837
+48% +$721K ﹤0.01% 2843
2024
Q3 		$1.47M Buy
16,372
+1,491
+10% +$130K ﹤0.01% 3019
2024
Q2 		$1.2M Sell
14,881
-1,154
-7% -$85.4K ﹤0.01% 3086
2024
Q1 		$1.28M Buy
16,035
+5,640
+54% +$473K ﹤0.01% 2962
2023
Q4 		$827K Buy
10,395
+1,896
+22% +$127K ﹤0.01% 3212
2023
Q3 		$594K Sell
8,499
-99
-1% -$7.4K ﹤0.01% 3335
2023
Q2 		$618K Sell
8,598
-50
-0.6% -$3.69K ﹤0.01% 3250
2023
Q1 		$533K Buy
8,648
+1,014
+13% +$66.6K ﹤0.01% 3268
2022
Q4 		$589K Sell
7,634
-1,711
-18% -$102K ﹤0.01% 3097
2022
Q3 		$417K Buy
9,345
+487
+5% +$24.3K ﹤0.01% 3314
2022
Q2 		$339K Sell
8,858
-1,453
-14% -$46K ﹤0.01% 3531
2022
Q1 		$427K Sell
10,311
-1,984
-16% -$61.5K ﹤0.01% 3318
2021
Q4 		$465K Buy
12,295
+1,079
+10% +$39.7K ﹤0.01% 3337
2021
Q3 		$370K Buy
11,216
+7,353
+190% +$287K ﹤0.01% 3479
2021
Q2 		$261K Buy
+3,863
New +$232K ﹤0.01% 3695

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

LPL Financial's AXSM Position: Q2 2026 in Review

LPL Financial reduced its Axsome Therapeutics (AXSM) stake by 14% in Q2 2026, selling an estimated $1.39M and leaving 40,724 shares worth $9.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

LPL Financial first reported a position in AXSM in Q2 2021 and has held it in 21 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • LPL Financial held 40,724 shares of Axsome Therapeutics worth $9.97M as of Q2 2026.
  • LPL Financial sold 6,387 Axsome Therapeutics shares in Q2 2026, an estimated $1.39M.
  • Axsome Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2150 holding.
  • LPL Financial first reported a position in Axsome Therapeutics in Q2 2021 and has held it in 21 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.