W.G. Shaheen & Associates DBA Whitney & Co

Position in MSFT — Microsoft Corp

CIK 1577001 ROCHESTER, NY

Position in MSFT

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$48,180,957

-$12,649,733 QoQ

Shares Held

130,159

+3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Technology · as of Mar 31, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $50,513,949 across 4 Software - Infrastructure names. MSFT ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	130,159	$48,180,957
2	ORCL	Oracle Corp	13,438	$1,976,864
3	PLTR	Palantir Technologies Inc.	2,046	$299,288
4	NUAI	New ERA Energy & Digital, Inc.	14,000	$56,840

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,180,957	130,159	+3.5%	Shares	Sole	2026-05-05
2025-12-31	$60,830,690	125,782	+14.7%	Shares	Sole	2026-01-30
2025-09-30	$56,801,504	109,666	-0.8%	Shares	Sole	2025-11-07
2025-06-30	$54,967,286	110,507	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$41,620,240	110,872	+1.1%	Shares	Sole	2025-05-06
2024-12-31	$46,244,872	109,715	-0.7%	Shares	Sole	2025-02-04
2024-09-30	$47,533,519	110,466	+0.6%	Shares	Sole	2024-11-07
2024-06-30	$49,062,595	109,772	-0.8%	Shares	Sole	2024-07-30
2024-03-31	$46,566,131	110,682	-1.1%	Shares	Sole	2024-05-08
2023-12-31	$42,081,132	111,906	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$35,311,269	111,833	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$38,067,263	111,785	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$32,176,586	111,608	+1.7%	Shares	Sole	2023-05-03
2022-12-31	$26,315,208	109,729	+0.7%	Shares	Sole	2023-02-03
2022-09-30	$25,379,578	108,972	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$27,933,344	108,762	-0.2%	Shares	Sole	2022-08-05
2022-03-31	$33,608,873	109,010	+0.5%	Shares	Sole	2022-05-13
2021-12-31	$36,462,805	108,417	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$30,727,024	108,992	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$29,403,215	108,539	+0.9%	Shares	Sole	2021-08-13
2021-03-31	$25,360,128	107,563	+0.6%	Shares	Sole	2021-05-11
2020-12-31	$23,781,368	106,921	-1.0%	Shares	Sole	2021-02-10
2020-09-30	$22,726,156	108,050	-0.3%	Shares	Sole	2020-11-13
2020-06-30	$22,051,326	108,355	+2.3%	Shares	Sole	2020-08-13
2020-03-31	$16,703,854	105,915	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.