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Lynch Investment Planning, LLC → AAPL

Lynch Investment Planning, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$2.2M
Q2 2026$2.2M
Q3 2026$2.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.5M7.5K——
Q2 2026$2.2M7.7K——
Q1 2026$2.2M8.7K——
Q4 2025$2.2M8.0K——

Other funds holding AAPL

Other Lynch Investment Planning, LLC positions

PDI

PIMCO ETF TR

$19.5M
PDI

PIMCO ETF TR

$17.7M
PDI

PIMCO ETF TR

$16M
PDI

PIMCO ETF TR

$14.3M
SPY

STATE STR SPDR S&P 500 ETF T

$14.3M
SPY

STATE STR SPDR S&P 500 ETF T

$13.5M
VGES

VANGUARD BD INDEX FDS

$11.3M
SPY

STATE STR SPDR S&P 500 ETF T

$11.1M