W.g. Shaheen & Associates Dba Whitney & Co / AAPL
W.g. Shaheen & Associates Dba Whitney & Co’s Apple Inc Position
Does W.g. Shaheen & Associates Dba Whitney & Co own Apple Inc (AAPL)? Yes — 571.7K shares worth $145M (+12.08% of its 13F portfolio) as of Q1 2026, up from 569.7K shares the prior filed quarter.
Position Value
$145M
Q1 2026
Shares
571.7K
% of Portfolio
+12.08%
Quarters Held
30
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 571.7K | $145M | +12.08% |
| Q4 2025 | 569.7K | $155M | +12.32% |
| Q3 2025 | 552.1K | $141M | +12.75% |
| Q2 2025 | 556.8K | $114M | +11.27% |
| Q1 2025 | 557.3K | $124M | +13.16% |
| Q4 2024 | 558.9K | $140M | +14.70% |
| Q3 2024 | 567.6K | $132M | +14.17% |
| Q2 2024 | 560.5K | $118M | +13.56% |
| Q1 2024 | 565.7K | $97M | +11.56% |
| Q4 2023 | 565.7K | $109M | +14.09% |
| Q3 2023 | 570.5K | $98M | +14.65% |
| Q2 2023 | 571.8K | $111M | +15.95% |
| Q1 2023 | 573.8K | $95M | +15.00% |
| Q4 2022 | 378.6K | $49M | +9.03% |
| Q3 2022 | 381.6K | $53M | +10.25% |
| Q2 2022 | 382.4K | $52M | +9.51% |
| Q1 2022 | 382.5K | $67M | +10.27% |
| Q4 2021 | 387.5K | $69M | +10.11% |
| Q3 2021 | 383.8K | $54M | +8.68% |
| Q2 2021 | 384.6K | $53M | +8.42% |
| Q1 2021 | 384.2K | $47M | +8.23% |
| Q4 2020 | 383.0K | $55M | +8.84% |
| Q3 2020 | 385.7K | $45M | +8.37% |
| Q2 2020 | 92.8K | $34M | +6.92% |
| Q1 2020 | 93.4K | $24M | +5.86% |
| Q4 2019 | 108.1K | $32M | +6.32% |
| Q3 2019 | 108.7K | $28M | +5.84% |
| Q2 2019 | 109.3K | $22M | +4.86% |
| Q1 2019 | 109.5K | $22M | +4.97% |
| Q4 2018 | 110.4K | $19M | +4.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See W.g. Shaheen & Associates Dba Whitney & Co’s full portfolio or all institutional holders of AAPL.