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WealthPlan Investment Management’s Axsome Therapeutics AXSM Stock Holding History

WealthPlan 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 		$288K Buy
1,705
+12
+0.7% +$2.07K 0.02% 400
2025
Q4 		$309K Hold
1,693
– – 0.02% 310
2025
Q3 		$206K Buy
+1,693
New +$191K 0.01% 322

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

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

WealthPlan Investment Management increased its Axsome Therapeutics (AXSM) stake by 0.71% in Q1 2026, buying an estimated $2.07K and bringing the position to 1,705 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #400.

WealthPlan Investment Management first reported a position in AXSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • WealthPlan Investment Management held 1,705 shares of Axsome Therapeutics worth $288K as of Q1 2026.
  • WealthPlan Investment Management bought 12 Axsome Therapeutics shares in Q1 2026, an estimated $2.07K.
  • Axsome Therapeutics made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2026, its #400 holding.
  • WealthPlan Investment Management first reported a position in Axsome Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Axsome Therapeutics position peaked at $309K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.