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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
Q2 		$350K Buy
1,430
+715
+100% +$155K 0.07% 107
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 $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 $3.38T AUM 44.17% 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

Petix & Botte Financial's AXSM Position: Q2 2026 in Review

Petix & Botte Financial increased its Axsome Therapeutics (AXSM) stake by 100% in Q2 2026, buying an estimated $155K and bringing the position to 1,430 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #107.

Petix & Botte Financial first reported a position in AXSM in Q4 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Petix & Botte Financial held 1,430 shares of Axsome Therapeutics worth $350K as of Q2 2026.
  • Petix & Botte Financial bought 715 Axsome Therapeutics shares in Q2 2026, an estimated $155K.
  • Axsome Therapeutics made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #107 holding.
  • Petix & Botte Financial first reported a position in Axsome Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.