Papamarkou Wellner Asset Management Inc. Portfolio Holdings

Papamarkou Wellner Asset Management Inc.

  • $151 Billion
  • Q2 2025

Papamarkou Wellner Asset Management Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.3B, Nvidia Corp with a value of $11.8B, Microsoft Corp with a value of $11.8B, Amazon Com Inc with a value of $7.58B, and Alphabet Inc. with a value of $5.67B.

Examining the 13F form we can see an increase of $7.55B in the current position value, from $144B to 151B.

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 $151 Billion
Technology: $54.1 Billion
Financial Services: $24.7 Billion
Communication Services: $14.2 Billion
Consumer Cyclical: $13.8 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $11.9 Billion
Industrials: $8.28 Billion
Energy: $6.44 Billion
Other: $2.19 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$15.3 Billion 10.11% of portfolio
74,450
Q2 2025 Reduced 2.36%
$456B
$11.8 Billion 7.84% of portfolio
74,965
Q2 2025 Reduced 2.48%
$3.95T
$11.8 Billion 7.79% of portfolio
23,662
Q2 2025 Reduced 3.18%
$2.26T
$7.58 Billion 5.02% of portfolio
34,567
Q2 2025 Reduced 2.41%
$1.21T
$5.67 Billion 3.75% of portfolio
32,175
Q2 2025 Reduced 1.5%
$551B
$4.86 Billion 3.21% of portfolio
13,681
Q2 2025 Reduced 2.19%
$261B
$4.61 Billion 3.05% of portfolio
25,337
Q2 2025 Added 0.22%
$548B
$3.96 Billion 2.62% of portfolio
7,050
Q2 2025 Reduced 2.22%
$306B
$3.68 Billion 2.43% of portfolio
51,958
Q2 2025 Added 2.33%
$169B
$3.43 Billion 2.27% of portfolio
6,311
Q2 2025 Reduced 3.34%
$182B
$3.42 Billion 2.26% of portfolio
6,490
Q2 2025 Added 1.11%
$621B
$3.4 Billion 2.25% of portfolio
7,005
Q2 2025 Reduced 4.59%
$1.78T
$3.12 Billion 2.06% of portfolio
4,221
Q2 2025 Added 7.87%
$859B
$2.72 Billion 1.8% of portfolio
9,382
Q2 2025 Added 1.69%
$222B
$2.56 Billion 1.7% of portfolio
8,777
Q2 2025 Added 8.14%
$229B
$2.48 Billion 1.64% of portfolio
18,209
Q2 2025 Reduced 2.0%
$229B
$2.36 Billion 1.56% of portfolio
16,180
Q2 2025 Added 0.94%
$177B
$2.34 Billion 1.55% of portfolio
11,271
Q2 2025 Reduced 1.03%
$295B
$2.33 Billion 1.54% of portfolio
2,909
Q2 2025 Reduced 3.8%
$302B
$2.28 Billion 1.51% of portfolio
15,892
Q2 2025 Added 2.13%
$1.24T
$2.1 Billion 1.39% of portfolio
11,830
Q2 2025 Reduced 5.44%
$102B
$2.05 Billion 1.36% of portfolio
11,166
Q2 2025 Reduced 2.49%
$46.1B
$2.02 Billion 1.34% of portfolio
14,589
Q2 2025 Reduced 1.51%
$368B
$2.01 Billion 1.33% of portfolio
12,609
Q2 2025 Added 0.99%
$201B
$1.94 Billion 1.28% of portfolio
2,461
Q2 2025 Reduced 5.35%
$1.27T
$1.84 Billion 1.22% of portfolio
8,124
Q2 2025 Added 1.77%
$351B
$1.77 Billion 1.17% of portfolio
9,559
Q2 2025 Added 12.98%
$145B
$1.76 Billion 1.16% of portfolio
4,928
Q2 2025 Reduced 1.62%
$150B
$1.75 Billion 1.16% of portfolio
15,772
Q2 2025 Reduced 2.02%
$99.2B
$1.73 Billion 1.14% of portfolio
6,277
Q2 2025 Reduced 0.46%
$405B
$1.71 Billion 1.13% of portfolio
4,675
Q2 2025 Reduced 0.57%
$545B
$1.64 Billion 1.09% of portfolio
1,228
Q2 2025 Reduced 1.44%
$127B
$1.65 Billion 1.09% of portfolio
5,989
Q2 2025 New
$86B
$1.61 Billion 1.06% of portfolio
5,883
Q2 2025 Reduced 4.78%
$69.2B
$1.53 Billion 1.01% of portfolio
12,778
Q2 2025 Reduced 0.12%
$172B
$1.49 Billion 0.98% of portfolio
1,447
Q2 2025 Added 0.07%
$113B
$1.39 Billion 0.92% of portfolio
2,991
Q2 2025 Added 2.71%
$141B
$1.35 Billion 0.89% of portfolio
37,875
Q2 2025 Reduced 0.43%
$135B
$1.34 Billion 0.89% of portfolio
5,829
Q2 2025 Reduced 24.39%
$16.7B
$1.1 Billion 0.73% of portfolio
6,768
Q2 2025 Reduced 1.37%
$76.4B
$871 Million 0.58% of portfolio
102,850
Q1 2025 Added 66.83%
$173B
$848 Million 0.56% of portfolio
5,327
Q2 2025 Reduced 2.7%
$4.98B
$845 Million 0.56% of portfolio
23,198
Q4 2024 New
$439B
$789 Million 0.52% of portfolio
797
Q2 2025 New
$118B
$770 Million 0.51% of portfolio
13,140
Q4 2024 New
$2.94B
$767 Million 0.51% of portfolio
13,548
Q2 2025 Added 34.81%
$2.76B
$587 Million 0.39% of portfolio
30,400
Q1 2025 New
$61.8B
$489 Million 0.32% of portfolio
2,185
Q2 2025 New
$54.7B
$470 Million 0.31% of portfolio
8,073
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $151 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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