Values First Advisors’s Axsome Therapeutics AXSM Stock Holding History

Values First Advisors’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	$813K	Sell	3,320 -1,267	-28%	-$275K	0.37%	78
2026 Q1	$775K	Buy	4,587 +185	+4%	+$32K	0.4%	69
2025 Q4	$804K	Sell	4,402 -480	-10%	-$67K	0.42%	74
2025 Q3	$593K	Sell	4,882 -227	-4%	-$25.6K	0.32%	88
2025 Q2	$533K	Buy	5,109 +345	+7%	+$36.5K	0.29%	101
2025 Q1	$557K	Sell	4,764 -306	-6%	-$34.9K	0.32%	79
2024 Q4	$429K	Sell	5,070 -1,252	-20%	-$115K	0.24%	109
2024 Q3	$568K	Buy	+6,322	New	+$552K	0.31%	82

Other funds holding AXSM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Values First Advisors's AXSM Position: Q2 2026 in Review

Values First Advisors reduced its Axsome Therapeutics (AXSM) stake by 28% in Q2 2026, selling an estimated $275K and leaving 3,320 shares worth $813K. The position accounts for 0.37% of the portfolio, ranked #78.

Values First Advisors first reported a position in AXSM in Q3 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

Values First Advisors held 3,320 shares of Axsome Therapeutics worth $813K as of Q2 2026.
Values First Advisors sold 1,267 Axsome Therapeutics shares in Q2 2026, an estimated $275K.
Axsome Therapeutics made up 0.37% of Values First Advisors's portfolio in Q2 2026, its #78 holding.
Values First Advisors first reported a position in Axsome Therapeutics in Q3 2024 and has held it in 8 quarters since.
506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.