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Tortoise Investment Management’s Axsome Therapeutics AXSM Stock Holding History

Tortoise Investment 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 		$318K Buy
1,879
+9
+0.5% +$1.55K 0.03% 195
2025
Q4 		$342K Sell
1,870
-266
-12% -$37.1K 0.03% 184
2025
Q3 		$259K Hold
2,136
– – 0.02% 205
2025
Q2 		$223K Buy
2,136
+1
+0% +$106 0.02% 210
2025
Q1 		$249K Hold
2,135
– – 0.03% 190
2024
Q4 		$181K Hold
2,135
– – 0.02% 234
2024
Q3 		$192K Hold
2,135
– – 0.02% 230
2024
Q2 		$172K Hold
2,135
– – 0.02% 232
2024
Q1 		$170K Hold
2,135
– – 0.02% 237
2023
Q4 		$170K Hold
2,135
– – 0.02% 228
2023
Q3 		$149K Hold
2,135
– – 0.02% 227
2023
Q2 		$153K Hold
2,135
– – 0.02% 226
2023
Q1 		$132K Hold
2,135
– – 0.02% 235
2022
Q4 		$165K Hold
2,135
– – 0.03% 203
2022
Q3 		$95K Buy
2,135
+825
+63% +$41.2K 0.02% 253
2022
Q2 		$50K Hold
1,310
– – 0.01% 303
2022
Q1 		$54K Hold
1,310
– – 0.01% 294
2021
Q4 		$49K Buy
+1,310
New +$48.2K 0.01% 297

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

Tortoise Investment Management's AXSM Position: Q1 2026 in Review

Tortoise Investment Management increased its Axsome Therapeutics (AXSM) stake by 0.48% in Q1 2026, buying an estimated $1.55K and bringing the position to 1,879 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #195.

Tortoise Investment Management first reported a position in AXSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $342K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Tortoise Investment Management held 1,879 shares of Axsome Therapeutics worth $318K as of Q1 2026.
  • Tortoise Investment Management bought 9 Axsome Therapeutics shares in Q1 2026, an estimated $1.55K.
  • Axsome Therapeutics made up 0.03% of Tortoise Investment Management's portfolio in Q1 2026, its #195 holding.
  • Tortoise Investment Management first reported a position in Axsome Therapeutics in Q4 2021 and has held it in 18 quarters since.
  • Tortoise Investment Management's Axsome Therapeutics position peaked at $342K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.