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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
Q2 		$418K Buy
1,708
+3
+0.2% +$651 0.02% 353
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WealthPlan Investment Management's AXSM Position: Q2 2026 in Review

WealthPlan Investment Management increased its Axsome Therapeutics (AXSM) stake by 0.18% in Q2 2026, buying an estimated $651 and bringing the position to 1,708 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #353.

WealthPlan Investment Management first reported a position in AXSM in Q3 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • WealthPlan Investment Management held 1,708 shares of Axsome Therapeutics worth $418K as of Q2 2026.
  • WealthPlan Investment Management bought 3 Axsome Therapeutics shares in Q2 2026, an estimated $651.
  • Axsome Therapeutics made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #353 holding.
  • WealthPlan Investment Management first reported a position in Axsome Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.