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Summit Financial’s Axsome Therapeutics AXSM Stock Holding History

Summit 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 		$11.4M Sell
46,571
-18,678
-29% -$4.05M 0.13% 155
2026
Q1 		$11M Sell
65,249
-5,379
-8% -$929K 0.14% 135
2025
Q4 		$12.9M Sell
70,628
-6,912
-9% -$965K 0.19% 108
2025
Q3 		$9.42M Buy
+77,540
New +$8.73M 0.14% 132

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

Summit Financial's AXSM Position: Q2 2026 in Review

Summit Financial reduced its Axsome Therapeutics (AXSM) stake by 29% in Q2 2026, selling an estimated $4.05M and leaving 46,571 shares worth $11.4M. The position accounts for 0.13% of the portfolio, ranked #155.

Summit Financial first reported a position in AXSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.9M in Q4 2025. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Summit Financial held 46,571 shares of Axsome Therapeutics worth $11.4M as of Q2 2026.
  • Summit Financial sold 18,678 Axsome Therapeutics shares in Q2 2026, an estimated $4.05M.
  • Axsome Therapeutics made up 0.13% of Summit Financial's portfolio in Q2 2026, its #155 holding.
  • Summit Financial first reported a position in Axsome Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Axsome Therapeutics position peaked at $12.9M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.