AAPL APPLE INC

Ownership history in LYNCH & ASSOCIATES/IN  ·  29 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported APPLE INC (AAPL) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.54% in 2024 Q4. The latest visible filing shows AAPL at 2.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,510 +2,179 +4.6% 2.54% $13.5M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 47,331 +338 +0.7% 2.33% $12.1M 2025-10-07 $255.99
2025 Q2 ADDED 46,993 +177 +0.4% 1.94% $9.6M 2025-07-15 $208.48
2025 Q1 REDUCED 46,816 -23 -0.0% 2.25% $10.4M 2025-04-17 $196.13
2024 Q4 REDUCED 46,839 -793 -1.7% 2.54% $11.7M 2025-01-10 $235.56
2024 Q3 REDUCED 47,632 -228 -0.5% 2.35% $11.1M 2024-10-15 $232.32
2024 Q2 ADDED 47,860 +1,442 +3.1% 2.27% $10.1M 2024-08-06 $205.64
2024 Q1 REDUCED 46,418 -1,317 -2.8% 1.84% $8.0M 2024-04-09 $168.14
2023 Q4 REDUCED 47,735 -92 -0.2% 2.23% $9.2M 2024-01-08 $183.65
2023 Q3 ADDED 47,827 +445 +0.9% 2.16% $8.2M 2023-10-24 $171.43
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning AAPL?

LYNCH & ASSOCIATES/IN reported AAPL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AAPL position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for AAPL was 2.54% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 49,510 shares, equal to 2.54% of portfolio, with an estimated market value of $13.5M.

What does the chart on this AAPL ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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