PRP
AXSM icon

Peak Retirement Planning’s Axsome Therapeutics AXSM Stock Holding History

Peak Retirement Planning’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 		$394K Buy
+1,611
New +$349K 0.06% 115

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

Peak Retirement Planning's AXSM Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Axsome Therapeutics (AXSM) in Q2 2026: 1,611 shares worth $394K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings.

502 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Peak Retirement Planning held 1,611 shares of Axsome Therapeutics worth $394K as of Q2 2026.
  • Axsome Therapeutics was a new Peak Retirement Planning position in Q2 2026.
  • Axsome Therapeutics made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #115 holding.
  • 502 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.