W.G. Shaheen & Associates DBA Whitney & Co quarter change: USA Stocks, Unchanged
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).
- AMAT: Country of operation United States; Class COM; Shares 2026-03-31 1,841; Shares 2026-06-30 1,841.
- ELV: Country of operation United States; Class COM; Shares 2026-03-31 2,537; Shares 2026-06-30 2,537.
- BAC: Country of operation United States; Class COM; Shares 2026-03-31 24,965; Shares 2026-06-30 24,965.
- TGT: Country of operation United States; Class COM; Shares 2026-03-31 8,108; Shares 2026-06-30 8,108.
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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