Papamarkou Wellner Asset Management Inc. Portfolio Holdings

Papamarkou Wellner Asset Management Inc.

  • $162 Billion
  • Q3 2025

Papamarkou Wellner Asset Management Inc. has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.8B, Nvidia Corp with a value of $13.7B, Microsoft Corp with a value of $12.1B, Alphabet Inc. with a value of $7.71B, and Amazon Com Inc with a value of $7.59B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $151B to 162B.

Papamarkou Wellner Asset Management Inc. is based out at New York, NY

Below you can find more details about Papamarkou Wellner Asset Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
Technology: $59 Billion
Financial Services: $24 Billion
Communication Services: $16.6 Billion
Consumer Cyclical: $14.1 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $11.1 Billion
Industrials: $10.7 Billion
Energy: $6.8 Billion
Other: $2.65 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.8 Billion 11.64% of portfolio
73,925
Q3 2025 Reduced 0.71%
$465B
$13.7 Billion 8.47% of portfolio
73,395
Q3 2025 Reduced 2.09%
$3.78T
$12.1 Billion 7.5% of portfolio
23,409
Q3 2025 Reduced 1.07%
$1.65T
$7.71 Billion 4.77% of portfolio
31,725
Q3 2025 Reduced 1.4%
$2.39T
$7.59 Billion 4.69% of portfolio
34,567
Q2 2025 Reduced 2.41%
$303B
$4.79 Billion 2.96% of portfolio
30,819
Q3 2025 Added 93.93%
$533B
$4.67 Billion 2.89% of portfolio
13,681
Q2 2025 Reduced 2.19%
$237B
$4.1 Billion 2.53% of portfolio
25,272
Q3 2025 Reduced 0.26%
$512B
$4.01 Billion 2.48% of portfolio
7,050
Q2 2025 Reduced 2.22%
$662B
$3.51 Billion 2.17% of portfolio
6,979
Q3 2025 Reduced 0.37%
$306B
$3.45 Billion 2.13% of portfolio
51,958
Q2 2025 Added 2.33%
$159B
$3.15 Billion 1.95% of portfolio
6,465
Q3 2025 Reduced 0.39%
$1.37T
$3.08 Billion 1.9% of portfolio
4,191
Q3 2025 Reduced 0.71%
$881B
$2.97 Billion 1.83% of portfolio
9,402
Q3 2025 Added 0.21%
$1.74T
$2.88 Billion 1.78% of portfolio
11,830
Q2 2025 Reduced 5.44%
$193B
$2.82 Billion 1.75% of portfolio
6,311
Q2 2025 Reduced 3.34%
$405B
$2.68 Billion 1.66% of portfolio
2,773
Q3 2025 Reduced 4.68%
$224B
$2.67 Billion 1.65% of portfolio
8,777
Q2 2025 Added 8.14%
Blackrock Inc
-
$2.55 Billion 1.58% of portfolio
-
Q3 2025 Reduced 0.46%
$228B
$2.44 Billion 1.51% of portfolio
18,209
Q2 2025 Reduced 2.0%
$971B
$2.31 Billion 1.43% of portfolio
3,034
Q2 2025 Added 4.77%
$1.46T
$2.22 Billion 1.37% of portfolio
7,954
Q3 2025 Reduced 2.09%
$414B
$2.21 Billion 1.37% of portfolio
9,559
Q2 2025 Added 12.98%
$139B
$1.98 Billion 1.22% of portfolio
5,989
Q2 2025 New
$346B
$1.94 Billion 1.2% of portfolio
12,609
Q2 2025 Added 0.99%
$367B
$1.89 Billion 1.17% of portfolio
4,675
Q2 2025 Reduced 0.57%
$84.9B
$1.88 Billion 1.16% of portfolio
11,166
Q2 2025 Reduced 2.49%
$140B
$1.84 Billion 1.14% of portfolio
4,928
Q2 2025 Reduced 1.62%
$144B
$1.77 Billion 1.1% of portfolio
3,877
Q3 2025 New
$156B
$1.74 Billion 1.08% of portfolio
15,672
Q3 2025 Reduced 0.63%
$100B
$1.7 Billion 1.05% of portfolio
6,277
Q2 2025 Reduced 0.46%
$182B
$1.68 Billion 1.04% of portfolio
2,461
Q2 2025 Reduced 5.35%
$177B
$1.65 Billion 1.02% of portfolio
8,991
Q3 2025 Reduced 20.23%
$92.7B
$1.51 Billion 0.94% of portfolio
5,808
Q3 2025 Reduced 1.27%
$49.1B
$1.5 Billion 0.93% of portfolio
1,248
Q3 2025 Added 1.63%
$123B
$1.44 Billion 0.89% of portfolio
2,891
Q3 2025 Reduced 3.34%
$64.7B
$1.43 Billion 0.89% of portfolio
12,778
Q2 2025 Reduced 0.12%
$136B
$1.27 Billion 0.79% of portfolio
5,374
Q3 2025 Reduced 7.81%
$169B
$1.26 Billion 0.78% of portfolio
1,372
Q3 2025 Reduced 5.18%
$120B
$1.16 Billion 0.72% of portfolio
37,010
Q3 2025 Reduced 2.28%
$187B
$873 Million 0.54% of portfolio
5,250
Q3 2025 Reduced 1.45%
$104B
$868 Million 0.54% of portfolio
13,140
Q4 2024 New
$14.8B
$854 Million 0.53% of portfolio
6,064
Q3 2025 Reduced 10.4%
$4.9B
$863 Million 0.53% of portfolio
23,198
Q4 2024 New
$404B
$798 Million 0.49% of portfolio
862
Q3 2025 Added 8.16%
$69.1B
$681 Million 0.42% of portfolio
8,073
Q4 2024 New
$7.86B
$649 Million 0.4% of portfolio
57,719
Q4 2024 New
$0
$583 Million 0.36% of portfolio
135,488
Q2 2025 Added 2.02%
$3.26B
$544 Million 0.34% of portfolio
10,245
Q3 2025 Reduced 24.38%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $162 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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