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Montag & Associates’s Axsome Therapeutics AXSM Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-8
Closed -$972 – 973
2025
Q3 		$972 Buy
+8
New +$901 ﹤0.01% 1020

Other funds holding AXSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Montag & Associates's AXSM Position: Q4 2025 in Review

Montag & Associates sold out of Axsome Therapeutics (AXSM) in Q4 2025, closing a stake of 8 shares — an estimated $972 sold.

Montag & Associates first reported a position in AXSM in Q3 2025 and held it in 1 quarter. The position peaked at $972 in Q3 2025. 398 funds tracked by Wall St. Rank hold AXSM as of Q4 2025.

  • Montag & Associates reported no remaining Axsome Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 8 Axsome Therapeutics shares in Q4 2025, an estimated $972.
  • Montag & Associates first reported a position in Axsome Therapeutics in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Axsome Therapeutics position peaked at $972 in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.