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Pinnacle Wealth Planning Services’s Axsome Therapeutics AXSM Stock Holding History

Pinnacle Wealth Planning Services’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 		$338 Buy
2
+1
+100% +$173 ﹤0.01% 2649
2025
Q4 		$183 Buy
+1
New +$140 ﹤0.01% 2716

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

Pinnacle Wealth Planning Services's AXSM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Axsome Therapeutics (AXSM) stake by 100% in Q1 2026, buying an estimated $173 and bringing the position to 2 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Pinnacle Wealth Planning Services first reported a position in AXSM in Q4 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Axsome Therapeutics worth $338 as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1 Axsome Therapeutics share in Q1 2026, an estimated $173.
  • Axsome Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2649 holding.
  • Pinnacle Wealth Planning Services first reported a position in Axsome Therapeutics in Q4 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.