LIP
O icon

Lynch Investment Planning’s Realty Income O Stock Holding History

Lynch Investment Planning’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
3,440
-158
-4% -$9.85K 0.16% 56
2026
Q1 		$221K Sell
3,598
-373
-9% -$23.3K 0.2% 51
2025
Q4 		$225K Buy
+3,971
New +$230K 0.22% 50

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lynch Investment Planning's O Position: Q2 2026 in Review

Lynch Investment Planning reduced its Realty Income (O) stake by 4.4% in Q2 2026, selling an estimated $9.85K and leaving 3,440 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #56.

Lynch Investment Planning first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q4 2025. 1,450 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Lynch Investment Planning held 3,440 shares of Realty Income worth $214K as of Q2 2026.
  • Lynch Investment Planning sold 158 Realty Income shares in Q2 2026, an estimated $9.85K.
  • Realty Income made up 0.16% of Lynch Investment Planning's portfolio in Q2 2026, its #56 holding.
  • Lynch Investment Planning first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Lynch Investment Planning's Realty Income position peaked at $225K in Q4 2025.
  • 1,450 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.