W.G. Shaheen & Associates DBA Whitney & Co
W.G. Shaheen & Associates DBA Whitney & Co reported 179 positions worth $1.37B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $170.1M | 12.43% | 588,020 | — | — | |
| ▸ 2 | GOOG | SH | $55.7M | 4.07% | 157,550 | — | — | |
| ▸ 3 | MSFT | SH | $53.4M | 3.90% | 143,110 | — | — | |
| ▸ 4 | FBND | SH | $44.2M | 3.23% | 971,403 | — | — | |
| ▸ 5 | GOOGL | SH | $43.2M | 3.16% | 120,908 | — | — | |
| ▸ 6 | NVDA | SH | $39.2M | 2.86% | 195,914 | — | — | |
| ▸ 7 | AMZN | SH | $37.5M | 2.74% | 157,545 | — | — | |
| ▸ 8 | LRCX | SH | $35.0M | 2.56% | 80,801 | — | — | |
| ▸ 9 | ITOT | SH | $34.4M | 2.51% | 209,155 | — | — | |
| ▸ 10 | AVGO | SH | $33.9M | 2.48% | 89,737 | — | — |
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Frequently Asked Questions
What stocks does W.G. Shaheen & Associates DBA Whitney & Co hold as of Q2 2026?
W.G. Shaheen & Associates DBA Whitney & Co reported 179 positions worth $1.37B in its Q2 2026 13F filing. Largest positions: AAPL (12.4%), GOOG (4.1%), MSFT (3.9%), FBND (3.2%) and GOOGL (3.2%).
What did W.G. Shaheen & Associates DBA Whitney & Co buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did W.G. Shaheen & Associates DBA Whitney & Co sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.