Lynch Asset Management’s Apple AAPL Stock Holding History

Lynch Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5M	Hold	39,700	–	–	3.14%	7
2026 Q1	$10.1M	Hold	39,700	–	–	3.38%	4
2025 Q4	$10.8M	Buy	39,700 +475	+1%	+$128K	3.39%	4
2025 Q3	$9.99M	Buy	39,225 +100	+0.3%	+$22.6K	3.2%	6
2025 Q2	$8.03M	Buy	39,125 +400	+1%	+$80.8K	2.83%	9
2025 Q1	$8.6M	Sell	38,725 -100	-0.3%	-$23.2K	3.86%	5
2024 Q4	$9.72M	Hold	38,825	–	–	3.94%	4
2024 Q3	$9.05M	Sell	38,825 -125	-0.3%	-$27.9K	3.8%	6
2024 Q2	$8.2M	Sell	38,950 -20	-0.1%	-$3.73K	3.5%	5
2024 Q1	$6.68M	Sell	38,970 -1,000	-3%	-$182K	3.14%	8
2023 Q4	$7.7M	Sell	39,970 -1,520	-4%	-$281K	4.41%	4
2023 Q3	$7.1M	Hold	41,490	–	–	4.67%	5
2023 Q2	$8.05M	Sell	41,490 -500	-1%	-$87.1K	5.18%	4
2023 Q1	$6.92M	Hold	41,990	–	–	4.97%	5
2022 Q4	$5.46M	Hold	41,990	–	–	4.7%	6
2022 Q3	$5.8M	Sell	41,990 -1,000	-2%	-$157K	5.21%	5
2022 Q2	$5.88M	Hold	42,990	–	–	4.81%	7
2022 Q1	$7.51M	Hold	42,990	–	–	5.37%	4
2021 Q4	$7.63M	Buy	+42,990	New	+$6.79M	5.3%	4

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lynch Asset Management's AAPL Position: Q2 2026 in Review

Lynch Asset Management held its Apple (AAPL) position steady in Q2 2026 at 39,700 shares worth $11.5M. The position accounts for 3.14% of the portfolio, ranked #7.

Lynch Asset Management first reported a position in AAPL in Q4 2021 and has held it in 19 quarters since. 6,092 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Lynch Asset Management held 39,700 shares of Apple worth $11.5M as of Q2 2026.
Lynch Asset Management left its Apple share count unchanged in Q2 2026.
Apple made up 3.14% of Lynch Asset Management's portfolio in Q2 2026, its #7 holding.
Lynch Asset Management first reported a position in Apple in Q4 2021 and has held it in 19 quarters since.
6,092 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.