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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
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 $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

Summit Financial's AXSM Position: Q1 2026 in Review

Summit Financial reduced its Axsome Therapeutics (AXSM) stake by 7.6% in Q1 2026, selling an estimated $929K and leaving 65,249 shares worth $11M. The position accounts for 0.14% of the portfolio, ranked #135.

Summit Financial first reported a position in AXSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.9M in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Summit Financial held 65,249 shares of Axsome Therapeutics worth $11M as of Q1 2026.
  • Summit Financial sold 5,379 Axsome Therapeutics shares in Q1 2026, an estimated $929K.
  • Axsome Therapeutics made up 0.14% of Summit Financial's portfolio in Q1 2026, its #135 holding.
  • Summit Financial first reported a position in Axsome Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Axsome Therapeutics position peaked at $12.9M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.