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Lynch & Associates’s Apple AAPL Stock Holding History

Lynch & Associates’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 		$14.4M Sell
49,640
-294
-0.6% -$84.1K 2.51% 10
2026
Q1 		$12.7M Buy
49,934
+424
+0.9% +$110K 2.38% 9
2025
Q4 		$13.5M Buy
49,510
+2,179
+5% +$585K 2.54% 10
2025
Q3 		$12.1M Buy
47,331
+338
+0.7% +$76.4K 2.33% 11
2025
Q2 		$9.64M Buy
46,993
+177
+0.4% +$35.7K 1.94% 14
2025
Q1 		$10.4M Sell
46,816
-23
-0% -$5.33K 2.25% 12
2024
Q4 		$11.7M Sell
46,839
-793
-2% -$187K 2.55% 10
2024
Q3 		$11.1M Sell
47,632
-228
-0.5% -$50.9K 2.35% 10
2024
Q2 		$10.1M Buy
47,860
+1,442
+3% +$269K 2.27% 11
2024
Q1 		$7.96M Sell
46,418
-1,317
-3% -$239K 1.84% 16
2023
Q4 		$9.19M Sell
47,735
-92
-0.2% -$17K 2.23% 13
2023
Q3 		$8.19M Buy
47,827
+445
+0.9% +$81.6K 2.16% 15
2023
Q2 		$9.19M Sell
47,382
-927
-2% -$162K 2.35% 12
2023
Q1 		$7.97M Buy
48,309
+1,222
+3% +$180K 2.09% 15
2022
Q4 		$6.12M Sell
47,087
-372
-0.8% -$53.2K 1.6% 21
2022
Q3 		$6.56M Sell
47,459
-17
-0% -$2.67K 1.92% 14
2022
Q2 		$6.49M Buy
47,476
+1,020
+2% +$154K 1.77% 21
2022
Q1 		$8.11M Buy
46,456
+245
+0.5% +$41.2K 1.96% 17
2021
Q4 		$8.21M Buy
46,211
+4,054
+10% +$641K 1.94% 15
2021
Q3 		$5.96M Buy
42,157
+1,515
+4% +$223K 1.55% 22
2021
Q2 		$5.57M Buy
40,642
+5,076
+14% +$658K 1.43% 25
2021
Q1 		$4.34M Buy
35,566
+5,251
+17% +$674K 1.17% 33
2020
Q4 		$4.02M Buy
30,315
+2,298
+8% +$276K 1.1% 32
2020
Q3 		$3.25M Buy
28,017
+8,177
+41% +$892K 0.97% 32
2020
Q2 		$1.81M Buy
19,840
+6,740
+51% +$522K 0.59% 47
2020
Q1 		$833K Buy
13,100
+6,680
+104% +$491K 0.31% 57
2019
Q4 		$471K Sell
6,420
-20
-0.3% -$1.29K 0.14% 80
2019
Q3 		$361K Sell
6,440
-2,256
-26% -$118K 0.11% 83
2019
Q2 		$430K Buy
8,696
+2,000
+30% +$97.5K 0.14% 77
2019
Q1 		$318K Buy
+6,696
New +$284K 0.11% 81
2018
Q4 		– Sell
-5,068
Closed -$286K – 92
2018
Q3 		$286K Buy
+5,068
New +$264K 0.1% 84

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Lynch & Associates's AAPL Position: Q2 2026 in Review

Lynch & Associates reduced its Apple (AAPL) stake by 0.59% in Q2 2026, selling an estimated $84.1K and leaving 49,640 shares worth $14.4M. The position accounts for 2.51% of the portfolio, ranked #10.

Lynch & Associates first reported a position in AAPL in Q3 2018 and has held it in 31 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Lynch & Associates held 49,640 shares of Apple worth $14.4M as of Q2 2026.
  • Lynch & Associates sold 294 Apple shares in Q2 2026, an estimated $84.1K.
  • Apple made up 2.51% of Lynch & Associates's portfolio in Q2 2026, its #10 holding.
  • Lynch & Associates first reported a position in Apple in Q3 2018 and has held it in 31 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.