Lynch & Associates Sells in Q4 2025

Lynch & Associates

  • $510 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-757
- 0.74%
$496.82 - $542.07 $376K - $410K
101K $51.4M
JPM
Jpmorgan Chase & CO

Financial Services
-1.21K
- 2.24%
$294.11 - $320.41 $355K - $387K
52.6K $15.8M
TXN
Texas Instruments Inc

Technology
-4.89K
- 18.38%
N/A
21.7K $4.23M
WMT
Walmart Inc.

Consumer Defensive
-8.5K
- 4.48%
$101.18 - $109.03 $860K - $927K
181K $18.6M
PG
Procter & Gamble CO

Consumer Defensive
-90
- 0.1%
$145.5 - $153.18 $13.1K - $13.8K
87K $12.7M
SYY
Sysco Corp

Consumer Defensive
-1.85K
- 3.11%
$72.9 - $83.27 $135K - $154K
57.7K $4.31M
HON
Honeywell International Inc

Industrials
-237
- 0.88%
$194.07 - $220.67 $46K - $52.3K
26.6K $5.22M
DIS
Walt Disney CO

Communication Services
-1.38K
- 4.37%
$105.69 - $116.65 $146K - $161K
30.3K $3.2M
EMR
Emerson Electric CO

Industrials
-1.12K
- 1.49%
$126.01 - $140.03 $141K - $156K
73.7K $9.4M
ABT
Abbott Laboratories

Healthcare
-1.48K
- 2.69%
$123.62 - $134.59 $183K - $200K
53.7K $6.98M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 0.82%
$358.03 - $397.02 $21.5K - $23.8K
7.27K $2.6M
ITW
Illinois Tool Works Inc

Industrials
-185
- 1.1%
$242.03 - $260.73 $44.8K - $48.2K
16.6K $4.05M
MO
Altria Group, Inc.

Consumer Defensive
-1.34K
- 4.36%
$56.38 - $66.65 $75.4K - $89.2K
29.4K $1.71M
GIS
General Mills Inc

Consumer Defensive
-4.95K
- 18.52%
$45.98 - $50.93 $227K - $252K
21.8K $1.03M
SYK
Stryker Corp

Healthcare
-310
- 1.71%
$353.81 - $388.35 $110K - $120K
17.8K $6.4M
CI
Cigna Corp

Healthcare
-784
- 20.5%
$244.41 - $311.0 $192K - $244K
3.04K $825K
PM
Philip Morris International Inc.

Consumer Defensive
-205
- 1.33%
$144.33 - $160.86 $29.6K - $33K
15.2K $2.32M
CL
Colgate Palmolive CO

Consumer Defensive
-1.82K
- 8.07%
$74.98 - $79.86 $136K - $145K
20.7K $1.63M
PFE
Pfizer Inc

Healthcare
-5.2K
- 6.81%
$24.23 - $27.37 $126K - $142K
71.1K $1.78M
VZ
Verizon Communications Inc

Communication Services
-1.27K
- 3.62%
$38.4 - $43.83 $48.6K - $55.4K
33.7K $1.38M
SHW
Sherwin Williams CO

Basic Materials
-207
- 3.51%
$330.74 - $354.45 $68.5K - $73.4K
5.69K $1.89M
UNP
Union Pacific Corp

Industrials
-96
- 1.27%
$216.37 - $237.41 $20.8K - $22.8K
7.45K $1.65M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-228
- 0.92%
$68.15 - $72.16 $15.5K - $16.5K
24.6K $1.68M
TJX
Tjx Companies Inc

Consumer Cyclical
-959
- 2.62%
$138.56 - $147.63 $133K - $142K
35.6K $5.21M
KEY
Keycorp

Financial Services
-2.5K
- 12.52%
$16.78 - $18.63 $42K - $46.6K
17.5K $307K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.84K
- 1.12%
$26.44 - $27.53 $48.7K - $50.7K
163K $4.43M
IVE
Ishares S&P 500 Value ETF

ETFs
-304
- 9.95%
$202.52 - $212.07 $61.6K - $64.5K
2.75K $576K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-271
- 1.01%
$80.0 - $83.46 $21.7K - $22.6K
26.5K $2.14M
WM
Waste Management Inc

Industrials
-44
- 1.43%
$196.77 - $219.98 $8.66K - $9.68K
3.04K $636K
DUK
Duke Energy Corp

Utilities
-695
- 2.21%
$121.57 - $129.03 $84.5K - $89.7K
30.7K $3.85M
XLF
Financial Sector Spdr

ETFs
-350
- 2.22%
$51.76 - $53.77 $18.1K - $18.8K
15.4K $809K
BAC
Bank Of America Corp

Financial Services
-395
- 0.27%
$48.65 - $54.11 $19.2K - $21.4K
144K $7.41M
CAT
Caterpillar Inc

Industrials
-150
- 21.19%
$480.82 - $585.49 $72.1K - $87.8K
558 $308K
RF
Regions Financial Corp

Financial Services
-250
- 1.61%
$23.35 - $26.39 $5.84K - $6.6K
15.3K $381K
GIB
Cgi Inc

Technology
-78
- 1.44%
$84.81 - $91.65 $6.62K - $7.15K
5.35K $464K
PLTR
Palantir Technologies Inc.

Technology
-10
- 0.76%
$172.14 - $207.18 $1.72K - $2.07K
1.31K $227K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-189
- 1.57%
$26.82 - $28.15 $5.07K - $5.32K
11.9K $323K
CSX
Csx Corp

Industrials
-50
- 0.53%
$34.88 - $36.67 $1.74K - $1.83K
9.3K $324K
ABBV
Abb Vie Inc.

Healthcare
-774
- 1.1%
$211.96 - $244.38 $164K - $189K
69.8K $16.3M
LNT
Alliant Energy Corp

Utilities
-100
- 2.22%
$66.31 - $68.97 $6.63K - $6.9K
4.41K $296K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-270
- 1.86%
$56.88 - $60.06 $15.4K - $16.2K
14.3K $819K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-20
- 0.68%
$71.0 - $74.64 $1.42K - $1.49K
2.91K $211K
Nb Bancorp
-2K
- 3.55%
N/A
54.3K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-234
- 0.7%
$656.2 - $690.71 $154K - $162K
33.3K $22.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-5
- 0.02%
$219.27 - $238.71 $1.1K - $1.19K
23.7K $5.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-928
- 4.66%
$213.04 - $254.0 $198K - $236K
19K $4.45M
UPS
United Parcel Service Inc

Industrials
-3.36K
- 7.45%
$82.87 - $97.4 $279K - $328K
41.8K $3.94M
MMM
3 M CO

Industrials
-9
- 0.04%
$148.75 - $171.6 $1.34K - $1.54K
25.3K $4.18M
IBM
International Business Machines Corp

Technology
-174
- 0.37%
$275.97 - $314.98 $48K - $54.8K
46.8K $13.9M
Activity Summary
Buys All Purchases 54 New Holdings 3 Increased Positions 51 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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