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Apple shares owned by Lynch Investment Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lynch Investment Planning from 13F filings

Historical chart of Lynch Investment Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Lynch Investment Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 8.0k 271.86

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Pimco Etf Tr Active Bd Etf (BOND)
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Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lynch Investment Planning

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Apple