Papamarkou Wellner Asset Management Inc.: Q2 2026 Stock Activity Analysis

As reported by InsiderSet, Papamarkou Wellner Asset Management Inc. ('PWAAMI') adjusted its investment positions during the second quarter of 2026, which ended on June 30th.

Significant Purchases This Quarter

PWAAMI demonstrated substantial buying activity in several holdings:

• Philip Morris International Inc. (PM): The firm significantly increased its position by acquiring an additional 17,834 shares (+66.5% change), boosting the stock's portfolio allocation from [Previous Allocation] to a current 2.8%. This substantial increase suggests strong confidence in PM.
• Lockheed Martin Corp (LMT): PWAAMI purchased LMT shares, contributing to an overall +20302.92% change in the position during Q2 and increasing its allocation percentage within the portfolio from [Previous Allocation] to a current 1.17%. This indicates renewed interest or conviction in Lockheed Martin.

Furthermore, PWAAMI initiated new positions with several stocks:

• Mastec Inc (MTZ): Acquired shares of MTZ entirely within this quarter (+100.0% change), establishing a new allocation percentage of 0.18%. You can find more details about Mastec at InsiderSet.
• Diodes Inc (DIOD): Acquired shares of DIODES INC (DIOD) entirely within this quarter (+100.0% change), establishing a new allocation percentage of 0.17%. More information on Diodes is available at InsiderSet.
• Ttm Technologies Inc (TTMI): Acquired shares of TTM TECHNOLOGIES INC (TTMI) entirely within this quarter (+100.0% change), establishing a new allocation percentage of 0.23%. Details on TTM Technologies can be found at InsiderSet.
• Advanced Energy Inds (AEIS): Acquired shares of ADVANCED ENERGY INDS (AEIS) entirely within this quarter (+100.0% change), establishing a new allocation percentage of 0.18%. More information on Advanced Energy is available at InsiderSet.
• Shoals Technologies Group In (SHLS): Acquired shares of SHOALS TECHNOLOGIES GROUP IN (SHLS) entirely within this quarter (+100.0% change), establishing a new allocation percentage of 0.09%. Details on Shoals Technologies can be found at InsiderSet.

Notable Sales and Reductions This Quarter

PWAAMI also showed significant selling activity:

• Progressive Corp (PGR): The firm sold shares of PROGRESSIVE CORP (PGR) during Q2, resulting in a -68.73% change from the prior period and reducing its portfolio allocation percentage to 0.77%. This substantial reduction indicates a shift away from Progressive.

Additionally:

• HIGHLAND OPPS & INCOME FD (HFRO): PWAAMI reduced its position in HFRO by -33.33% during Q2, lowering the allocation percentage to 0.13%. More information on Highland Opps can be found at InsiderSet.
• Western Asset Emerging Mkts (XEMDX): The firm reduced its position in XEMDX by -31.03% during Q2, lowering the allocation percentage to 0.13%. Details on Western Asset Emerging Mkts can be found at InsiderSet.
• Putnam Premier Income TR (PPT): PWAAMI reduced its position in PPT by -35.06% during Q2, lowering the allocation percentage to 0.11%. More information on Putnam Premier can be found at InsiderSet.