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Whalen Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

Whalen Wealth 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
2025
Q3 		– Sell
-2,168
Closed -$226K – 184
2025
Q2 		$226K Buy
+2,168
New +$230K 0.14% 188
2024
Q4 		– Sell
-2,628
Closed -$236K – 144
2024
Q3 		$236K Buy
+2,628
New +$229K 0.17% 100

Other funds holding AXSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whalen Wealth Management's AXSM Position: Q3 2025 in Review

Whalen Wealth Management sold out of Axsome Therapeutics (AXSM) in Q3 2025, closing a stake of 2,168 shares — an estimated $226K sold.

Whalen Wealth Management first reported a position in AXSM in Q3 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2024. 355 funds tracked by Wall St. Rank hold AXSM as of Q3 2025.

  • Whalen Wealth Management reported no remaining Axsome Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,168 Axsome Therapeutics shares in Q3 2025, an estimated $226K.
  • Whalen Wealth Management first reported a position in Axsome Therapeutics in Q3 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Axsome Therapeutics position peaked at $236K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.