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Bryon H. Lyons

Papamarkou Wellner Asset Management Inc.

Assets Managed
$163.687M
Holdings
86
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-1.63%(2Q avg: 0.64%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Papamarkou Wellner Asset Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Papamarkou Wellner Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 163.687M in assets, with a quarterly growth rate of -1.63% and a 2-quarter average growth rate of 0.64%. The portfolio is managed by Bryon H. Lyons, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1%
11.5%
$18.817M
74,145 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.38%
7.96%
$13.018M
74,542 shares@ $174.64 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.49%
5.44%
$8.897M
30,940 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.75%
5.43%
$8.878M
23,984 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.71%
4.54%
$7.419M
35,621 shares@ $208.28 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.55%
3.92%
$6.415M
31,005 shares@ $206.91 avg price
PM
Philip Morris International
Recent Activity
Increased 0.76%
2.71%
$4.434M
26,818 shares@ $165.34 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 1.19%
2.57%
$4.191M
13,865 shares@ $302.25 avg price
KO
Coca-cola Co The
Recent Activity
Increased 3.25%
2.48%
$4.052M
53,282 shares@ $76.05 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 5.56%
2.25%
$3.681M
7,367 shares@ $499.66 avg price

1-10 of 86