SEC 13F Intelligence

W.g. Shaheen & Associates Dba Whitney & Co / META

W.g. Shaheen & Associates Dba Whitney & Co’s Meta Platforms Inc Position

Does W.g. Shaheen & Associates Dba Whitney & Co own Meta Platforms Inc (META)? Yes — 57.0K shares worth $33M (+2.71% of its 13F portfolio) as of Q1 2026, up from 56.7K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
57.0K
% of Portfolio
+2.71%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ3 ’20: $15MQ4 ’20: $16MQ4 ’20Q1 ’21: $17MQ2 ’21: $21MQ3 ’21: $20MQ4 ’21: $20MQ4 ’21Q1 ’22: $13MQ2 ’22: $12MQ3 ’22: $10MQ4 ’22: $8MQ4 ’22Q1 ’23: $14MQ2 ’23: $20MQ3 ’23: $21MQ4 ’23: $24MQ4 ’23Q1 ’24: $32MQ2 ’24: $33MQ3 ’24: $38MQ4 ’24: $39MQ4 ’24Q1 ’25: $31MQ2 ’25: $39MQ3 ’25: $39MQ4 ’25: $37MQ4 ’25Q1 ’26: $33Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.0K$33M+2.71%
Q4 202556.7K$37M+2.98%
Q3 202552.8K$39M+3.52%
Q2 202553.4K$39M+3.89%
Q1 202553.6K$31M+3.28%
Q4 202466.8K$39M+4.11%
Q3 202466.8K$38M+4.10%
Q2 202466.4K$33M+3.85%
Q1 202466.6K$32M+3.85%
Q4 202368.3K$24M+3.13%
Q3 202368.5K$21M+3.09%
Q2 202368.4K$20M+2.82%
Q1 202368.1K$14M+2.29%
Q4 202270.5K$8M+1.56%
Q3 202274.4K$10M+1.96%
Q2 202273.6K$12M+2.16%
Q1 202260.1K$13M+2.05%
Q4 202158.7K$20M+2.90%
Q3 202158.6K$20M+3.18%
Q2 202159.0K$21M+3.28%
Q1 202158.3K$17M+3.01%
Q4 202057.5K$16M+2.61%
Q3 202057.8K$15M+2.84%
Q2 202057.2K$13M+2.66%
Q1 202057.8K$10M+2.38%
Q4 201957.7K$12M+2.36%
Q3 201958.0K$11M+2.36%
Q2 201960.7K$12M+2.63%
Q1 201960.4K$12M+2.64%
Q4 201854.7K$9M+2.36%

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 META.