Lynch & Associates Reduced Holdings in Q2 2025

Lynch & Associates

  • $488 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-756
- 1.43%
$133.73 - $168.51 $101K - $127K
52K $7.44M
MRK
Merck & Co., Inc.

Healthcare
-1.08K
- 1.19%
$73.47 - $87.12 $79.1K - $93.8K
89.2K $7.06M
PG
Procter & Gamble CO

Consumer Defensive
-337
- 0.38%
$157.66 - $172.39 $53.1K - $58.1K
88.1K $14M
DOW
Dow Inc.

Basic Materials
-17.8K
- 30.96%
$25.81 - $34.89 $458K - $620K
39.6K $1.05M
UPS
United Parcel Service Inc

Industrials
-784
- 1.44%
$91.92 - $110.2 $72.1K - $86.4K
53.8K $5.43M
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.06%
$210.83 - $235.28 $3.37K - $3.76K
25.2K $5.6M
PFE
Pfizer Inc

Healthcare
-6.98K
- 7.85%
$21.59 - $24.84 $151K - $173K
82K $1.99M
KMB
Kimberly Clark Corp

Consumer Defensive
-160
- 1.03%
$126.84 - $145.22 $20.3K - $23.2K
15.4K $1.99M
BMY
Bristol Myers Squibb CO

Healthcare
-55
- 0.39%
$44.12 - $59.6 $2.43K - $3.28K
14K $647K
UNP
Union Pacific Corp

Industrials
-253
- 3.06%
$208.27 - $238.46 $52.7K - $60.3K
8.02K $1.85M
CL
Colgate Palmolive CO

Consumer Defensive
-35
- 0.14%
$87.57 - $96.0 $3.06K - $3.36K
25.6K $2.32M
TXN
Texas Instruments Inc

Technology
-375
- 1.38%
N/A
26.7K $5.2M
LNT
Alliant Energy Corp

Utilities
-463
- 8.6%
$58.79 - $64.85 $27.2K - $30K
4.92K $297K
TTE
Total Energies Se

Energy
-298
- 0.95%
N/A
31K $2.13M
ITW
Illinois Tool Works Inc

Industrials
-11
- 0.07%
$218.41 - $252.43 $2.4K - $2.78K
16.1K $3.99M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-125
- 8.77%
$162.65 - $188.71 $20.3K - $23.6K
1.3K $245K
NECB
North East Community Bancorp, Inc.

Financial Services
-500
- 5.41%
$20.74 - $24.08 $10.4K - $12K
8.75K $203K
TJX
Tjx Companies Inc

Consumer Cyclical
-604
- 1.62%
$119.13 - $135.03 $72K - $81.6K
36.7K $4.54M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-175
- 1.44%
$24.18 - $27.61 $4.23K - $4.83K
12K $323K
INTC
Intel Corp

Technology
-145
- 0.74%
$18.13 - $22.69 $2.63K - $3.29K
19.4K $434K
Nb Bancorp
-3.38K
- 5.6%
N/A
56.9K $0
First Svgs Finl Group Inc
-2
- -0.0%
N/A
153K $0
CSX
Csx Corp

Industrials
-1.01K
- 9.75%
$26.69 - $32.91 $27K - $33.2K
9.35K $305K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.28%
$276.76 - $326.81 $554 - $654
700 $215K
VTI
Vanguard Total Stock Market Et

ETFs
-150
- 9.45%
$243.75 - $303.93 $36.6K - $45.6K
1.44K $437K
CI
Cigna Corp

Healthcare
-2
- 0.05%
$301.89 - $340.04 $604 - $680
4.37K $1.45M
SYY
Sysco Corp

Consumer Defensive
-260
- 0.43%
$68.0 - $75.91 $17.7K - $19.7K
59.9K $4.54M
XLF
Financial Sector Spdr

ETFs
-200
- 1.24%
$43.92 - $52.37 $8.78K - $10.5K
15.9K $831K
LMT
Lockheed Martin Corp

Industrials
-6
- 0.04%
$430.82 - $486.45 $2.58K - $2.92K
15.8K $7.3M
PM
Philip Morris International Inc.

Consumer Defensive
-350
- 2.13%
$149.23 - $184.95 $52.2K - $64.7K
16.1K $2.93M
SYK
Stryker Corp

Healthcare
-86
- 0.48%
$337.37 - $395.63 $29K - $34K
17.9K $7.07M
XLK
Technology Sector Spdr

ETFs
-110
- 1.08%
$179.73 - $253.23 $19.8K - $27.9K
10.1K $2.56M
GOOGL
Alphabet Inc.

Communication Services
-127
- 0.4%
$144.7 - $178.6 $18.4K - $22.7K
31.9K $5.63M
WMT
Walmart Inc.

Consumer Defensive
-6.68K
- 3.3%
$81.79 - $99.98 $547K - $668K
196K $19.1M
EMR
Emerson Electric CO

Industrials
-417
- 0.54%
$94.15 - $133.33 $39.3K - $55.6K
76.2K $10.2M
IBM
International Business Machines Corp

Technology
-111
- 0.23%
$221.03 - $294.78 $24.5K - $32.7K
47.1K $13.9M
JPM
Jpmorgan Chase & CO

Financial Services
-1.15K
- 2.05%
$210.28 - $289.91 $242K - $334K
55K $15.9M
MSFT
Microsoft Corp

Technology
-605
- 0.58%
$354.56 - $497.45 $215K - $301K
104K $51.7M
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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