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 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 $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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Values First Advisors's AXSM Position: Q1 2026 in Review

Values First Advisors increased its Axsome Therapeutics (AXSM) stake by 4.2% in Q1 2026, buying an estimated $32K and bringing the position to 4,587 shares worth $775K. The position accounts for 0.4% of the portfolio, ranked #69.

Values First Advisors first reported a position in AXSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $804K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

Values First Advisors held 4,587 shares of Axsome Therapeutics worth $775K as of Q1 2026.
Values First Advisors bought 185 Axsome Therapeutics shares in Q1 2026, an estimated $32K.
Axsome Therapeutics made up 0.4% of Values First Advisors's portfolio in Q1 2026, its #69 holding.
Values First Advisors first reported a position in Axsome Therapeutics in Q3 2024 and has held it in 7 quarters since.
Values First Advisors's Axsome Therapeutics position peaked at $804K in Q4 2025.
409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.