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Mount Yale Investment Advisors’s Axsome Therapeutics AXSM Stock Holding History

Mount Yale Investment Advisors’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 		$385K Buy
+2,277
New +$393K 0.01% 801
2025
Q3 		– Sell
-2,366
Closed -$247K – 751
2025
Q2 		$247K Buy
+2,366
New +$251K 0.02% 508

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mount Yale Investment Advisors's AXSM Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Axsome Therapeutics (AXSM) in Q1 2026: 2,277 shares worth $385K. The stake represents 0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AXSM as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in AXSM in Q2 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Mount Yale Investment Advisors held 2,277 shares of Axsome Therapeutics worth $385K as of Q1 2026.
  • Axsome Therapeutics was a new Mount Yale Investment Advisors position in Q1 2026.
  • Axsome Therapeutics made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #801 holding.
  • Mount Yale Investment Advisors first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.