W.G. Shaheen & Associates DBA Whitney & Co quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, W.G. Shaheen & Associates DBA Whitney & Co opened 7 positions, added to 59, reduced 49, sold out of 5 and left 22 unchanged. The largest increase in value was AAPL (+$25,067,183); the largest decrease was MRK (-$9,102,454).
- CME: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 47,745.
- HON: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 16,122.
- HONA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 16,182.
- CAT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 396.
Two Form 13F-HR filings compared (SEC CIK 1577001): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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