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 Q3	$595K	Sell	3,228 -92	-3%	-$20K	0.28%	94
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Values First Advisors's AXSM Position: Q3 2026 in Review

Values First Advisors reduced its Axsome Therapeutics (AXSM) stake by 2.8% in Q3 2026, selling an estimated $20K and leaving 3,228 shares worth $595K. The position accounts for 0.28% of the portfolio, ranked #94.

Values First Advisors first reported a position in AXSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $813K in Q2 2026. 89 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

Values First Advisors held 3,228 shares of Axsome Therapeutics worth $595K as of Q3 2026.
Values First Advisors sold 92 Axsome Therapeutics shares in Q3 2026, an estimated $20K.
Axsome Therapeutics made up 0.28% of Values First Advisors's portfolio in Q3 2026, its #94 holding.
Values First Advisors first reported a position in Axsome Therapeutics in Q3 2024 and has held it in 9 quarters since.
Values First Advisors's Axsome Therapeutics position peaked at $813K in Q2 2026.
89 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.