W.G. Shaheen & Associates DBA Whitney & Co
Position in AXP — American Express Co
CIK 1577001
ROCHESTER, NY
Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,977,409
+$45,772 QoQ
Shares Held
5,846
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,197
of 2,998 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $26,228,860 across 4 Credit Services names. AXP ranks #2 (7.5% of the industry book) .
All Filings in AXP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,977,409 | 5,846 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,931,637 | 6,386 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,722,857 | 4,657 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||