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Petix & Botte Financial’s Axsome Therapeutics AXSM Stock Holding History

Petix & Botte Financial’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 		$242K Sell
715
-715
-50% -$124K 0.05% 125
2025
Q4 		$261K Buy
+1,430
New +$200K 0.06% 115

Other funds holding AXSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Petix & Botte Financial's AXSM Position: Q1 2026 in Review

Petix & Botte Financial reduced its Axsome Therapeutics (AXSM) stake by 50% in Q1 2026, selling an estimated $124K and leaving 715 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #125.

Petix & Botte Financial first reported a position in AXSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $261K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Petix & Botte Financial held 715 shares of Axsome Therapeutics worth $242K as of Q1 2026.
  • Petix & Botte Financial sold 715 Axsome Therapeutics shares in Q1 2026, an estimated $124K.
  • Axsome Therapeutics made up 0.05% of Petix & Botte Financial's portfolio in Q1 2026, its #125 holding.
  • Petix & Botte Financial first reported a position in Axsome Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Petix & Botte Financial's Axsome Therapeutics position peaked at $261K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.