What does W.G. Shaheen & Associates DBA Whitney & Co hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

W.G. Shaheen & Associates DBA Whitney & Co filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$145M572K12.1%

MICROSOFT CORP

$48M130K4.0%

ALPHABET INC

$45M156K3.7%

FIDELITY MERRIMACK STR TR

$37M819K3.1%

ALPHABET INC

$35M121K2.9%

NVIDIA CORPORATION

$34M195K2.8%

BROADCOM INC

$33M106K2.7%

AMAZON COM INC

$33M157K2.7%

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