13F Filings History of Winthrop Partners - WNY, LLC

Latest 13F report
Q4 2025 - 12 Mar 2026
Value $
$185,689,955
Signature - Title
Kelly Christopher - Chief Compliance Officer
Location
Buffalo, NY
Summary
This page shows a list of all the recent 13F filings made by Winthrop Partners - WNY, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Winthrop Partners - WNY, LLC reported 84 stock holdings with total value $185,689,955 as of Q4 2025. Top holdings included AVGO, IXUS, AAPL, MSFT, and IWR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $185,689,955 $0 $0 $0 AVGO, IXUS, AAPL, MSFT, IWR 13F-HR 12 Mar 2026, 15:36
Q3 2019 290 $147,960,695 +$16,052,283 -$2,860,209 +$13,192,074 JPM, T, BTI, VZ, VB 13F-HR 28 Oct 2019, 11:39
Q2 2019 226 $133,463,940 +$6,683,137 -$2,403,817 +$4,279,320 JPM, T, VB, BTI, MRK 13F-HR 19 Aug 2019, 15:23
Q1 2019 230 $128,186,138 +$21,065,241 -$13,885,849 +$7,179,392 JPM, T, BTI, VB, MRK 13F-HR 15 May 2019, 14:02
Q4 2018 243 $107,095,501 +$13,862,717 -$15,394,929 -$1,532,212 IVV, JPM, T, BTI, MRK 13F-HR 22 Jan 2019, 12:53
Q3 2018 285 $123,704,885 +$6,440,967 -$8,648,244 -$2,207,277 BTI, JPM, VB, PFE, T 13F-HR 15 Nov 2018, 11:29
Q2 2018 304 $120,208,138 +$5,316,220 -$15,656,774 -$10,340,554 BTI, JPM, VB, PEP, T 13F-HR 30 Jul 2018, 09:18
Q1 2018 433 $127,315,347 +$13,913,215 -$1,031,327 +$12,881,888 BTI, JPM, PEP, NEW WORLD FUND CLASS F2 - AMERICAN FUNDS N/L, VB 13F-HR 13 Jun 2018, 08:47
Q4 2017 124 $120,958,643 $0 $0 $0 BTI, JPM, PEP, NEW WORLD FUND CLASS F2 - AMERICAN FUNDS N/L, T 13F-HR 14 Mar 2018, 17:05