Notify me when LYNCH & ASSOCIATES/IN files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 122 | $528,904,404 | +$11,001,872 | -$10,163,702 | +$838,170 | MSFT, IVV, IJH, WMT, JNJ | 13F-HR | 07 Jan 2026, 14:37 |
| Q3 2025 | 125 | $517,851,580 | +$5,394,489 | -$10,612,115 | -$5,217,626 | MSFT, IVV, IJH, WMT, JPM | 13F-HR | 07 Oct 2025, 14:24 |
| Q2 2025 | 123 | $496,355,512 | +$16,036,267 | -$7,276,522 | +$8,759,745 | MSFT, IVV, WMT, IJH, JPM | 13F-HR | 15 Jul 2025, 15:20 |
| Q1 2025 | 116 | $462,345,108 | +$7,622,610 | -$4,703,401 | +$2,919,209 | MSFT, IVV, WMT, IJH, ABBV | 13F-HR | 17 Apr 2025, 16:32 |
| Q4 2024 | 114 | $460,881,814 | +$6,323,482 | -$9,648,720 | -$3,325,238 | MSFT, IVV, WMT, IJH, PG | 13F-HR | 10 Jan 2025, 16:37 |
| Q3 2024 | 118 | $472,993,760 | +$5,218,301 | -$5,095,910 | +$122,391 | MSFT, IVV, IJH, WMT, PG | 13F-HR | 15 Oct 2024, 16:33 |
| Q2 2024 | 117 | $443,826,144 | +$14,062,450 | -$1,507,420 | +$12,555,030 | MSFT, IVV, IJH, PG, WMT | 13F-HR | 06 Aug 2024, 15:58 |
| Q1 2024 | 120 | $432,986,113 | +$28,344,800 | -$16,937,867 | +$11,406,933 | MSFT, IVV, IJH, PG, JNJ | 13F-HR | 09 Apr 2024, 14:02 |
| Q4 2023 | 120 | $411,458,481 | +$7,715,524 | -$7,000,078 | +$715,446 | MSFT, IVV, IJH, JNJ, PG | 13F-HR | 08 Jan 2024, 16:12 |
| Q3 2023 | 115 | $379,057,777 | +$11,613,130 | -$5,796,853 | +$5,816,277 | MSFT, IVV, XOM, JNJ, IJH | Restatement | 24 Oct 2023, 15:16 |
| Q2 2023 | 102 | $390,791,115 | +$4,785,090 | -$9,060,657 | -$4,275,567 | MSFT, JNJ, IVV, IJH, PG | Restatement | 24 Oct 2023, 15:23 |
| Q1 2023 | 106 | $381,218,802 | +$3,771,769 | -$8,680,069 | -$4,908,300 | MSFT, JNJ, IJH, IVV, PG | Restatement | 24 Oct 2023, 15:29 |
| Q4 2022 | 102 | $382,546,803 | +$2,385,351 | -$5,078,345 | -$2,692,994 | MSFT, JNJ, IJH, PG, XOM | Restatement | 24 Oct 2023, 15:33 |
| Q3 2022 | 103 | $341,812,000 | +$13,320,423 | -$11,101,212 | +$2,219,211 | MSFT, JNJ, IJH, IVV, PG | 13F-HR | 03 Oct 2022, 15:54 |
| Q2 2022 | 100 | $367,563,000 | +$4,033,685 | -$2,321,257 | +$1,712,428 | MSFT, JNJ, PG, IJH, IVV | 13F-HR | 06 Jul 2022, 14:14 |
| Q1 2022 | 103 | $412,851,000 | +$3,397,245 | -$4,044,074 | -$646,829 | MSFT, JNJ, IVV, IJH, PG | 13F-HR | 08 Apr 2022, 11:05 |
| Q4 2021 | 104 | $423,610,000 | +$8,041,506 | -$5,374,617 | +$2,666,889 | MSFT, IVV, JNJ, IJH, PG | 13F-HR | 11 Jan 2022, 15:08 |
| Q3 2021 | 103 | $386,074,000 | +$7,244,736 | -$4,167,679 | +$3,077,057 | MSFT, JNJ, IVV, IJH, PG | 13F-HR | 12 Oct 2021, 16:24 |
| Q2 2021 | 104 | $389,700,000 | +$9,053,806 | -$5,579,844 | +$3,473,962 | MSFT, JNJ, IVV, IJH, PG | 13F-HR | 21 Jul 2021, 13:22 |
| Q1 2021 | 106 | $370,339,000 | +$8,158,278 | -$29,916,714 | -$21,758,436 | MSFT, JNJ, IVV, IJH, INTC | 13F-HR | 09 Apr 2021, 11:13 |
| Q4 2020 | 107 | $367,139,000 | +$9,729,294 | -$6,235,403 | +$3,493,891 | UPS, MSFT, JNJ, IVV, PG | 13F-HR | 20 Jan 2021, 16:08 |
| Q3 2020 | 101 | $333,928,000 | +$9,341,968 | -$7,337,609 | +$2,004,359 | UPS, MSFT, JNJ, PG, IVV | 13F-HR | 21 Oct 2020, 09:59 |
| Q2 2020 | 100 | $309,162,000 | +$7,509,092 | -$7,935,398 | -$426,306 | MSFT, UPS, JNJ, IVV, INTC | 13F-HR | 20 Jul 2020, 15:40 |
| Q1 2020 | 97 | $272,144,000 | +$8,108,057 | -$9,615,182 | -$1,507,125 | MSFT, UPS, JNJ, INTC, PG | 13F-HR | 28 Apr 2020, 17:27 |
| Q4 2019 | 98 | $347,964,000 | +$7,801,098 | -$3,471,704 | +$4,329,394 | UPS, MSFT, JNJ, INTC, PG | 13F-HR | 10 Jan 2020, 12:23 |
| Q3 2019 | 94 | $326,969,000 | +$15,806,089 | -$1,921,090 | +$13,884,999 | UPS, MSFT, PG, JNJ, IVV | 13F-HR | 03 Oct 2019, 09:42 |
| Q2 2019 | 94 | $307,732,000 | +$9,936,977 | -$9,712,911 | +$224,066 | MSFT, JNJ, IVV, PG, IJH | 13F-HR | 19 Jul 2019, 10:10 |
| Q1 2019 | 94 | $301,548,000 | +$7,676,759 | -$2,658,590 | +$5,018,169 | MSFT, JNJ, INTC, IVV, IJH | 13F-HR | 25 Apr 2019, 15:08 |
| Q4 2018 | 91 | $267,816,000 | +$10,645,385 | -$5,980,251 | +$4,665,134 | MSFT, JNJ, INTC, IVV, PG | 13F-HR | 10 Jan 2019, 11:45 |
| Q3 2018 | 98 | $296,294,000 | +$6,820,103 | -$5,881,437 | +$938,666 | MSFT, JNJ, UPS, IVV, IJH | 13F-HR | 05 Oct 2018, 16:19 |
| Q2 2018 | 95 | $276,053,000 | +$13,410,638 | -$2,908,592 | +$10,502,046 | MSFT, JNJ, IJH, IVV, INTC | 13F-HR | 09 Jul 2018, 10:49 |
| Q1 2018 | 98 | $261,514,000 | +$7,261,048 | -$4,751,483 | +$2,509,565 | MSFT, JNJ, INTC, IVV, IJH | 13F-HR | 06 Apr 2018, 09:47 |
| Q4 2017 | 97 | $266,804,000 | +$4,656,589 | -$4,090,691 | +$565,898 | JNJ, MSFT, IVV, IJH, XOM | 13F-HR | 04 Jan 2018, 13:50 |
| Q3 2017 | 96 | $251,685,000 | +$14,894,936 | -$26,415,265 | -$11,520,329 | JNJ, MSFT, XOM, IJH, IVV | 13F-HR | 18 Oct 2017, 13:15 |
| Q2 2017 | 101 | $253,127,000 | +$7,179,287 | -$1,966,186 | +$5,213,101 | UPS, JNJ, MSFT, XOM, IJH | 13F-HR | 20 Jul 2017, 10:24 |
| Q1 2017 | 100 | $245,200,000 | +$8,444,416 | -$7,075,822 | +$1,368,594 | UPS, JNJ, MSFT, XOM, IJH | 13F-HR | 10 Apr 2017, 14:45 |
| Q4 2016 | 102 | $237,566,000 | +$6,281,608 | -$4,891,661 | +$1,389,947 | UPS, JNJ, XOM, MSFT, GE | 13F-HR | 09 Jan 2017, 11:52 |
| Q3 2016 | 109 | $227,299,000 | +$8,411,065 | -$5,400,854 | +$3,010,211 | UPS, JNJ, XOM, MSFT, GE | 13F-HR | 04 Oct 2016, 14:47 |
| Q2 2016 | 111 | $223,804,000 | +$8,409,653 | -$2,410,162 | +$5,999,491 | UPS, JNJ, XOM, MSFT, GE | 13F-HR | 20 Jul 2016, 10:42 |
| Q1 2016 | 111 | $210,318,000 | +$10,944,000 | -$1,798,054 | +$9,145,946 | UPS, JNJ, XOM, MSFT, GE | 13F-HR | 11 Apr 2016, 12:38 |
| Q4 2015 | 109 | $194,846,000 | +$6,881,686 | -$4,687,435 | +$2,194,251 | UPS, JNJ, XOM, MSFT, GE | 13F-HR | 29 Feb 2016, 11:06 |
| Q3 2015 | 107 | $180,513,000 | +$3,713,631 | -$3,442,388 | +$271,243 | UPS, JNJ, XOM, MSFT, IJH | 13F-HR | 14 Oct 2015, 13:22 |
| Q2 2015 | 108 | $191,559,000 | +$6,953,858 | -$3,275,720 | +$3,678,138 | UPS, JNJ, XOM, IJH, MSFT | 13F-HR | 21 Jul 2015, 16:01 |
| Q1 2015 | 106 | $189,919,000 | +$14,118,257 | -$5,274,022 | +$8,844,235 | UPS, JNJ, XOM, IJH, MSFT | 13F-HR | 13 Apr 2015, 12:06 |
| Q4 2014 | 97 | $185,946,000 | +$7,702,402 | -$7,755,189 | -$52,787 | UPS, JNJ, XOM, MSFT, IJH | 13F-HR | 21 Jan 2015, 10:43 |
| Q3 2014 | 97 | $178,000,000 | +$6,419,783 | -$1,765,951 | +$4,653,832 | UPS, JNJ, XOM, MSFT, GE | 13F-HR | 03 Oct 2014, 10:48 |
| Q2 2014 | 91 | $175,136,000 | +$2,705,578 | -$3,402,058 | -$696,480 | UPS, XOM, JNJ, GE, MSFT | 13F-HR | 15 Jul 2014, 12:05 |
| Q1 2014 | 96 | $169,542,000 | +$5,876,276 | -$5,378,898 | +$497,378 | UPS, XOM, JNJ, GE, MSFT | 13F-HR | 15 Apr 2014, 16:11 |
| Q4 2013 | 95 | $167,374,000 | $0 | $0 | $0 | UPS, XOM, JNJ, GE, IBM | 13F-HR | 22 Jan 2014, 10:56 |