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LRI Investments’s Axsome Therapeutics AXSM Stock Holding History

LRI Investments’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 		$5.63K Sell
23
-8
-26% -$1.74K ﹤0.01% 1124
2026
Q1 		$5.24K Hold
31
– – ﹤0.01% 1083
2025
Q4 		$5.69K Hold
31
– – ﹤0.01% 1020
2025
Q3 		$3.78K Buy
31
+8
+35% +$901 ﹤0.01% 1099
2025
Q2 		$2.44K Buy
+23
New +$2.44K ﹤0.01% 1140

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LRI Investments's AXSM Position: Q2 2026 in Review

LRI Investments reduced its Axsome Therapeutics (AXSM) stake by 26% in Q2 2026, selling an estimated $1.74K and leaving 23 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

LRI Investments first reported a position in AXSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.69K in Q4 2025. 38 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • LRI Investments held 23 shares of Axsome Therapeutics worth $5.63K as of Q2 2026.
  • LRI Investments sold 8 Axsome Therapeutics shares in Q2 2026, an estimated $1.74K.
  • Axsome Therapeutics made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1124 holding.
  • LRI Investments first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's Axsome Therapeutics position peaked at $5.69K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.