AXSM — AXSOME THERAPEUTIC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  39 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported AXSOME THERAPEUTIC (AXSM) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q4. The latest visible filing shows AXSM at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AXSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in AXSOME THERAPEUTIC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AXSM was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AXSM stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held AXSM — position size vs. price
% of Fund (quarterly)    AXSM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 42,070 -6,500 -13.4% 0.52% $7.1M 2026-04-14 $184.18
2025 Q4 UNCHANGED 48,570 — 0% 0.57% $8.9M 2026-01-07 $170.69
2025 Q3 UNCHANGED 48,570 — 0% 0.38% $5.9M 2025-10-14 $123.52
2025 Q2 REDUCED 48,570 -1,000 -2.0% 0.34% $5.1M 2025-07-24 $104.97
2025 Q1 UNCHANGED 49,570 — 0% 0.41% $5.8M 2025-04-14 $103.53
2024 Q4 REDUCED 49,570 -125 -0.3% 0.29% $4.2M 2025-01-22 $102.27
2024 Q3 UNCHANGED 49,695 — 0% 0.30% $4.5M 2024-10-16 $89.97
2024 Q2 UNCHANGED 49,695 — 0% 0.31% $4.0M 2024-07-12 $82.83
2024 Q1 ADDED 49,695 +700 +1.4% 0.30% $4.0M 2024-04-12 $69.15
2023 Q4 ADDED 48,995 +1,000 +2.1% 0.31% $3.9M 2024-01-08 $88.94
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AXSM

As of 2026 Q1 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.21% Bayforest Capital Ltd 0.18% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 0.1% Mirador Capital Partners LP 3Y 7Y 0.1% NBC SECURITIES, INC. 0.02% HOWLAND CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% True Wealth Design, LLC 3Y 0.01% E Fund Management (Hong Kong) Co., Ltd. 3Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.01% Opal Wealth Advisors, LLC 3Y 0.01%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and AXSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning AXSM?

BALDWIN WEALTH PARTNERS LLC/MA reported AXSM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AXSM position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for AXSM was 0.57% in 2025 Q4.

What is the latest reported AXSM position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 42,070 shares, equal to 0.52% of portfolio, with an estimated market value of $7.1M.

What does the chart on this AXSM ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly AXSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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