SWM
AXSM icon

SHP Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

SHP Wealth Management’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 		$169K Buy
1,001
+61
+6% +$10.5K 0.01% 304
2025
Q4 		$172K Buy
+940
New +$131K 0.01% 274

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's AXSM Position: Q1 2026 in Review

SHP Wealth Management increased its Axsome Therapeutics (AXSM) stake by 6.5% in Q1 2026, buying an estimated $10.5K and bringing the position to 1,001 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #304.

SHP Wealth Management first reported a position in AXSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $172K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • SHP Wealth Management held 1,001 shares of Axsome Therapeutics worth $169K as of Q1 2026.
  • SHP Wealth Management bought 61 Axsome Therapeutics shares in Q1 2026, an estimated $10.5K.
  • Axsome Therapeutics made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #304 holding.
  • SHP Wealth Management first reported a position in Axsome Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Axsome Therapeutics position peaked at $172K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.