Lynch & Associates Reduced Holdings in Q3 2025

Lynch & Associates

  • $508 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-8.64K
- 16.06%
$82.58 - $105.54 $714K - $912K
45.2K $3.77M
HON
Honeywell International Inc

Industrials
-787
- 2.84%
$207.7 - $240.4 $163K - $189K
26.9K $5.66M
DOW
Dow Inc.

Basic Materials
-25.6K
- 64.52%
$20.87 - $30.37 $533K - $776K
14.1K $322K
KO
Coca Cola CO

Consumer Defensive
-3.49K
- 3.47%
$65.67 - $71.67 $229K - $250K
97K $6.43M
PG
Procter & Gamble CO

Consumer Defensive
-1.03K
- 1.17%
$150.47 - $161.22 $155K - $166K
87.1K $13.4M
IBM
International Business Machines Corp

Technology
-184
- 0.39%
$234.77 - $292.47 $43.2K - $53.8K
47K $13.3M
ABT
Abbott Laboratories

Healthcare
-3.67K
- 6.24%
$120.51 - $136.62 $442K - $501K
55.2K $7.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.61K
- 11.61%
$211.65 - $238.24 $553K - $623K
19.9K $4.37M
CL
Colgate Palmolive CO

Consumer Defensive
-3.09K
- 12.09%
$79.36 - $93.33 $245K - $289K
22.5K $1.8M
GIS
General Mills Inc

Consumer Defensive
-7.74K
- 22.47%
$48.44 - $53.83 $375K - $417K
26.7K $1.35M
DIS
Walt Disney CO

Communication Services
-556
- 1.73%
$112.25 - $124.0 $62.4K - $68.9K
31.6K $3.62M
EMR
Emerson Electric CO

Industrials
-1.4K
- 1.84%
$128.6 - $149.63 $180K - $210K
74.8K $9.82M
CI
Cigna Corp

Healthcare
-548
- 12.53%
$262.23 - $334.39 $144K - $183K
3.83K $1.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-925
- 6.01%
$121.72 - $136.77 $113K - $127K
14.5K $1.8M
LLY
Eli Lilly & CO

Healthcare
-26
- 0.3%
$625.65 - $812.69 $16.3K - $21.1K
8.54K $6.51M
V
Visa Inc.

Financial Services
-92
- 1.14%
$332.09 - $358.86 $30.6K - $33K
7.97K $2.72M
BMY
Bristol Myers Squibb CO

Healthcare
-2.64K
- 18.84%
$43.31 - $48.98 $114K - $129K
11.4K $511K
INTC
Intel Corp

Technology
-10.4K
- 53.67%
$19.31 - $35.5 $201K - $370K
8.99K $301K
GIB
Cgi Inc

Technology
-265
- 4.66%
$88.14 - $106.19 $23.4K - $28.1K
5.42K $483K
CTAS
Cintas Corp

Industrials
-228
- 6.52%
$199.29 - $226.27 $45.4K - $51.6K
3.27K $670K
MMM
3 M CO

Industrials
-1.12K
- 4.25%
$144.41 - $160.2 $162K - $179K
25.3K $3.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
-193
- 25.87%
$617.65 - $666.84 $119K - $129K
553 $368K
UNP
Union Pacific Corp

Industrials
-475
- 5.92%
$214.91 - $237.16 $102K - $113K
7.55K $1.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-508
- 36.87%
$293.94 - $444.72 $149K - $226K
870 $386K
PFE
Pfizer Inc

Healthcare
-5.62K
- 6.86%
$23.29 - $25.88 $131K - $146K
76.3K $1.95M
IVE
Ishares S&P 500 Value ETF

ETFs
-288
- 8.62%
$194.44 - $206.51 $56K - $59.5K
3.05K $630K
TXN
Texas Instruments Inc

Technology
-97
- 0.36%
N/A
26.6K $5.18M
TTE
Total Energies Se

Energy
-90
- 0.29%
N/A
31K $2.12M
First Svgs Finl Group Inc
-498
- 0.33%
N/A
153K $0
Ge Vernova Inc
-74
- 13.36%
N/A
480 $0
Winchester Bancorp Inc
-5K
- 27.5%
N/A
13.2K $0
Nb Bancorp
-517
- 0.91%
N/A
56.3K $0
LNT
Alliant Energy Corp

Utilities
-412
- 8.38%
$60.76 - $67.41 $25K - $27.8K
4.51K $303K
XLF
Financial Sector Spdr

ETFs
-100
- 0.63%
$51.37 - $54.25 $5.14K - $5.43K
15.8K $849K
RF
Regions Financial Corp

Financial Services
-1K
- 6.05%
$24.03 - $27.41 $24K - $27.4K
15.5K $409K
WFC
Wells Fargo & Company

Financial Services
-16
- 0.24%
$77.05 - $85.16 $1.23K - $1.36K
6.71K $562K
APH
Amphenol Corp

Technology
-150
- 6.98%
$97.39 - $125.4 $14.6K - $18.8K
2K $247K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-437
- 1.73%
$63.98 - $72.59 $28K - $31.7K
24.9K $1.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-170
- 1.29%
$459.11 - $506.91 $78K - $86.2K
13.1K $6.56M
DUK
Duke Energy Corp

Utilities
-310
- 0.98%
$116.31 - $125.93 $36.1K - $39K
31.4K $3.89M
NVDA
Nvidia Corp

Technology
-273
- 3.52%
$153.3 - $186.58 $41.9K - $50.9K
7.49K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
-305
- 0.98%
$57.75 - $67.68 $17.6K - $20.6K
30.7K $2.03M
XOM
Exxon Mobil Corp

Energy
-2.71K
- 2.22%
$105.83 - $117.22 $287K - $318K
120K $13.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-197
- 0.59%
$291.67 - $316.99 $57.5K - $62.4K
33.2K $10.1M
SYY
Sysco Corp

Consumer Defensive
-389
- 0.65%
$76.33 - $82.51 $29.7K - $32.1K
59.5K $4.9M
WMT
Walmart Inc.

Consumer Defensive
-6.31K
- 3.22%
$94.4 - $104.27 $595K - $658K
190K $19.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-836
- 3.41%
$195.29 - $223.85 $163K - $187K
23.7K $5.26M
LMT
Lockheed Martin Corp

Industrials
-237
- 1.5%
$410.74 - $499.21 $97.3K - $118K
15.5K $7.75M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-553
- 0.97%
$135.0 - $146.02 $74.7K - $80.7K
56.5K $8.23M
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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