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James T. Borello RIA’s Axsome Therapeutics AXSM Stock Holding History

James T. Borello RIA’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 		$9.6K Hold
52
– – ﹤0.01% 615
2026
Q2 		$12.7K Hold
52
– – ﹤0.01% 531
2026
Q1 		$8.79K Hold
52
– – ﹤0.01% 600
2025
Q4 		$9.5K Buy
52
+47
+940% +$6.56K ﹤0.01% 428
2025
Q3 		$607 Buy
+5
New +$563 ﹤0.01% 857

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

James T. Borello RIA's AXSM Position: Q3 2026 in Review

James T. Borello RIA held its Axsome Therapeutics (AXSM) position steady in Q3 2026 at 52 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

James T. Borello RIA first reported a position in AXSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.7K in Q2 2026. 35 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • James T. Borello RIA held 52 shares of Axsome Therapeutics worth $9.6K as of Q3 2026.
  • James T. Borello RIA left its Axsome Therapeutics share count unchanged in Q3 2026.
  • Axsome Therapeutics made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #615 holding.
  • James T. Borello RIA first reported a position in Axsome Therapeutics in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Axsome Therapeutics position peaked at $12.7K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.