Whalen Wealth Management »

Pitney Bowes shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Pitney Bowes (PBI) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Pitney Bowes

Tip: Access up to 7 years of quarterly data

All positions including Pitney Bowes held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pitney Bowes by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $526k 30k 17.52

More positions owned by Whalen Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
Apple (AAPL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
Ishares Tr Ibonds Dec 2031 (IBTL)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec 29 (IBDU)
JPMorgan Chase & Co. (JPM)
Ge Vernova (GEV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Pitney Bowes

BlackRock
Vanguard Portfolio Management
LSV Asset Management
State Street Corporation
Vanguard Capital Management
D. E. Shaw & Co
Geode Capital Management
Permit Capital
Hestia Capital Management
Goldman Sachs Group
Two Sigma Investments
Citadel Advisors
Dimensional Fund Advisors
Capital Management Corporation
Jane Street

View all funds holding Pitney Bowes