PWPS
AXSM icon

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
Q2 		$490 Hold
2
– – ﹤0.01% 2652
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 $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

Pinnacle Wealth Planning Services's AXSM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Axsome Therapeutics (AXSM) position steady in Q2 2026 at 2 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Pinnacle Wealth Planning Services 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.

  • Pinnacle Wealth Planning Services held 2 shares of Axsome Therapeutics worth $490 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Axsome Therapeutics share count unchanged in Q2 2026.
  • Axsome Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2652 holding.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.