Old North State Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

Old North State Wealth Management’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	–	Sell	-2,800	Closed	-$511K	–	117
2025 Q4	$511K	Sell	2,800 -650	-19%	-$90.7K	0.24%	72
2025 Q3	$419K	Hold	3,450	–	–	0.2%	83
2025 Q2	$360K	Hold	3,450	–	–	0.19%	88
2025 Q1	$402K	Hold	3,450	–	–	0.22%	78
2024 Q4	$292K	Hold	3,450	–	–	0.16%	88
2024 Q3	$310K	Sell	3,450 -300	-8%	-$26.2K	0.17%	82
2024 Q2	$302K	Hold	3,750	–	–	0.2%	70
2024 Q1	$299K	Hold	3,750	–	–	0.2%	70
2023 Q4	$298K	Hold	3,750	–	–	0.22%	68
2023 Q3	$262K	Hold	3,750	–	–	0.23%	61
2023 Q2	$269K	Hold	3,750	–	–	0.24%	62
2023 Q1	$231K	Hold	3,750	–	–	0.22%	63
2022 Q4	$289K	Sell	3,750 -3,750	-50%	-$224K	0.29%	56
2022 Q3	$335K	Hold	7,500	–	–	0.39%	49
2022 Q2	$287K	Hold	7,500	–	–	0.33%	48
2022 Q1	$310K	Hold	7,500	–	–	0.31%	48
2021 Q4	$283K	Buy	+7,500	New	+$276K	0.29%	47

Other funds holding AXSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Old North State Wealth Management's AXSM Position: Q1 2026 in Review

Old North State Wealth Management sold out of Axsome Therapeutics (AXSM) in Q1 2026, closing a stake of 2,800 shares — an estimated $511K sold.

Old North State Wealth Management first reported a position in AXSM in Q4 2021 and held it in 17 quarters. The position peaked at $511K in Q4 2025. 410 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

Old North State Wealth Management reported no remaining Axsome Therapeutics position as of Q1 2026 after selling out during the quarter.
Old North State Wealth Management sold 2,800 Axsome Therapeutics shares in Q1 2026, an estimated $511K.
Old North State Wealth Management first reported a position in Axsome Therapeutics in Q4 2021 and held it in 17 quarters.
Old North State Wealth Management's Axsome Therapeutics position peaked at $511K in Q4 2025.
410 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Old North State Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.