AXSM AXSOME THERAPEUTICS INC

Ownership history in FORBES J M & CO LLP  ·  30 quarters on record

AI Ownership Summary

FORBES J M & CO LLP reported AXSOME THERAPEUTICS INC (AXSM) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows AXSM at 0.05% 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 FORBES J M & CO LLP's position in AXSOME THERAPEUTICS INC, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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.

How FORBES J M & CO LLP held AXSM — position size vs. price
% of Fund (quarterly)    AXSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,704 0% 0.05% $626K 2026-04-16 $184.19
2025 Q4 UNCHANGED 3,704 0% 0.05% $676K 2026-01-21 $189.10
2025 Q3 UNCHANGED 3,704 0% 0.04% $450K 2025-10-28 $133.51
2025 Q2 REDUCED 3,704 -136 -3.5% 0.04% $387K 2025-07-18 $111.70
2025 Q1 UNCHANGED 3,840 0% 0.04% $448K 2025-05-06 $112.16
2024 Q4 UNCHANGED 3,840 0% 0.03% $325K 2025-01-28 $102.46
2024 Q3 UNCHANGED 3,840 0% 0.03% $345K 2024-10-24 $88.83
2024 Q2 UNCHANGED 3,840 0% 0.03% $309K 2024-07-30 $85.00
2024 Q1 UNCHANGED 3,840 0% 0.03% $306K 2024-04-11 $71.73
2023 Q4 UNCHANGED 3,840 0% 0.04% $306K 2024-02-08 $95.68
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORBES J M & CO LLP and AXSM

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

How long has FORBES J M & CO LLP reported owning AXSM?

FORBES J M & CO LLP reported AXSM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AXSM position in FORBES J M & CO LLP's portfolio?

The largest reported portfolio weight for AXSM was 0.05% in 2025 Q4.

What is the latest reported AXSM position on this page?

The most recent filing on this page is 2026 Q1, when FORBES J M & CO LLP reported 3,704 shares, equal to 0.05% of portfolio, with an estimated market value of $626K.

What does the chart on this AXSM ownership page compare?

The chart compares FORBES J M & CO LLP'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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