Lynch & Associates/In

13F Filings History

Latest 13F report
Q3 2025 - Oct 7, 2025
Value $
$518M
Signature - Title
Evan J. Lynch - Associate
Location
Newburgh, IN
Summary
This page shows a list of all the recent 13F filings made by Lynch & Associates/In. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lynch & Associates/In reported 125 stock holdings with total value $518M as of Q3 2025. Top holdings included MSFT, IVV, IJH, WMT, and JPM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 125 $518M +$5.39M -$10.6M -$5.22M MSFT, IVV, IJH, WMT, JPM 13F-HR 10/7/2025, 02:24 PM
Q2 2025 123 $496M +$16M -$7.28M +$8.76M MSFT, IVV, WMT, IJH, JPM 13F-HR 7/15/2025, 03:20 PM
Q1 2025 116 $462M +$7.62M -$4.7M +$2.92M MSFT, IVV, WMT, IJH, ABBV 13F-HR 4/17/2025, 04:32 PM
Q4 2024 114 $461M +$6.32M -$9.65M -$3.33M MSFT, IVV, WMT, IJH, PG 13F-HR 1/10/2025, 04:37 PM
Q3 2024 118 $473M +$5.22M -$5.1M +$122K MSFT, IVV, IJH, WMT, PG 13F-HR 10/15/2024, 04:33 PM
Q2 2024 117 $444M +$14.1M -$1.51M +$12.6M MSFT, IVV, IJH, PG, WMT 13F-HR 8/6/2024, 03:58 PM
Q1 2024 120 $433M +$28.3M -$16.9M +$11.4M MSFT, IVV, IJH, PG, JNJ 13F-HR 4/9/2024, 02:02 PM
Q4 2023 120 $411M +$7.72M -$7M +$715K MSFT, IVV, IJH, JNJ, PG 13F-HR 1/8/2024, 04:12 PM
Q3 2023 115 $379M +$11.6M -$5.8M +$5.82M MSFT, IVV, XOM, JNJ, IJH Restatement 10/24/2023, 03:16 PM
Q2 2023 101 $391M +$4.79M -$7.43M -$2.65M MSFT, JNJ, IVV, IJH, PG Restatement 10/24/2023, 03:23 PM
Q1 2023 106 $381M +$3.77M -$8.68M -$4.91M MSFT, JNJ, IJH, IVV, PG Restatement 10/24/2023, 03:29 PM
Q4 2022 102 $383M +$2.39M -$4.35M -$1.97M MSFT, JNJ, IJH, PG, XOM Restatement 10/24/2023, 03:33 PM
Q3 2022 102 $342M +$13.3M -$10.6M +$2.72M MSFT, JNJ, IJH, IVV, PG 13F-HR 10/3/2022, 03:54 PM
Q2 2022 99 $367M +$4.03M -$1.47M +$2.56M MSFT, JNJ, PG, IJH, IVV 13F-HR 7/6/2022, 02:14 PM
Q1 2022 102 $413M +$3.4M -$3.77M -$376K MSFT, JNJ, IVV, IJH, PG 13F-HR 4/8/2022, 11:05 AM
Q4 2021 103 $423M +$8.04M -$4.96M +$3.08M MSFT, IVV, JNJ, IJH, PG 13F-HR 1/11/2022, 02:08 PM
Q3 2021 103 $386M +$7.24M -$4.17M +$3.08M MSFT, JNJ, IVV, IJH, PG 13F-HR 10/12/2021, 04:24 PM
Q2 2021 104 $390M +$9.05M -$5.58M +$3.47M MSFT, JNJ, IVV, IJH, PG 13F-HR 7/21/2021, 01:22 PM
Q1 2021 106 $370M +$8.16M -$29.9M -$21.8M MSFT, JNJ, IVV, IJH, INTC 13F-HR 4/9/2021, 11:13 AM
Q4 2020 107 $367M +$9.73M -$6.01M +$3.72M UPS, MSFT, JNJ, IVV, PG 13F-HR 1/20/2021, 03:08 PM
Q3 2020 101 $334M +$9.34M -$5.75M +$3.59M UPS, MSFT, JNJ, PG, IVV 13F-HR 10/21/2020, 09:59 AM
Q2 2020 100 $309M +$7.51M -$5.36M +$2.15M MSFT, UPS, JNJ, IVV, INTC 13F-HR 7/20/2020, 03:40 PM
Q1 2020 97 $272M +$8.11M -$7.19M +$920K MSFT, UPS, JNJ, INTC, PG 13F-HR 4/28/2020, 05:27 PM
Q4 2019 98 $348M +$7.8M -$3.47M +$4.33M UPS, MSFT, JNJ, INTC, PG 13F-HR 1/10/2020, 11:23 AM
Q3 2019 94 $327M +$15.8M -$1.73M +$14.1M UPS, MSFT, PG, JNJ, IVV 13F-HR 10/3/2019, 09:42 AM
Q2 2019 94 $308M +$9.94M -$3.05M +$6.89M MSFT, JNJ, IVV, PG, IJH 13F-HR 7/19/2019, 10:10 AM
Q1 2019 94 $302M +$7.68M -$524K +$7.15M MSFT, JNJ, INTC, IVV, IJH 13F-HR 4/25/2019, 03:08 PM
Q4 2018 91 $268M +$10.6M -$3.73M +$6.91M MSFT, JNJ, INTC, IVV, PG 13F-HR 1/10/2019, 10:45 AM
Q3 2018 98 $296M +$6.82M -$5.6M +$1.22M MSFT, JNJ, UPS, IVV, IJH 13F-HR 10/5/2018, 04:19 PM
Q2 2018 95 $276M +$13.4M -$1.97M +$11.4M MSFT, JNJ, IJH, IVV, INTC 13F-HR 7/9/2018, 10:49 AM
Q1 2018 98 $262M +$7.26M -$4.54M +$2.72M MSFT, JNJ, INTC, IVV, IJH 13F-HR 4/6/2018, 09:47 AM
Q4 2017 97 $267M +$4.66M -$3.81M +$850K JNJ, MSFT, IVV, IJH, XOM 13F-HR 1/4/2018, 12:50 PM
Q3 2017 96 $252M +$14.9M -$15.2M -$324K JNJ, MSFT, XOM, IJH, IVV 13F-HR 10/18/2017, 01:15 PM
Q2 2017 101 $253M +$7.18M -$1.74M +$5.44M UPS, JNJ, MSFT, XOM, IJH 13F-HR 7/20/2017, 10:24 AM
Q1 2017 100 $245M +$8.44M -$4.53M +$3.92M UPS, JNJ, MSFT, XOM, IJH 13F-HR 4/10/2017, 02:45 PM
Q4 2016 102 $238M +$6.28M -$3.12M +$3.16M UPS, JNJ, XOM, MSFT, GEXXXX 13F-HR 1/9/2017, 10:52 AM
Q3 2016 109 $227M +$8.41M -$2.24M +$6.17M UPS, JNJ, XOM, MSFT, GEXXXX 13F-HR 10/4/2016, 02:47 PM
Q2 2016 111 $224M +$8.41M -$1.81M +$6.6M UPS, JNJ, XOM, MSFT, GEXXXX 13F-HR 7/20/2016, 10:42 AM
Q1 2016 111 $210M +$10.9M -$1.11M +$9.84M UPS, JNJ, XOM, MSFT, GEXXXX 13F-HR 4/11/2016, 12:38 PM
Q4 2015 109 $195M +$6.88M -$3.9M +$2.98M UPS, JNJ, XOM, MSFT, GEXXXX 13F-HR 2/29/2016, 10:06 AM
Q3 2015 107 $181M +$3.71M -$515K +$3.2M UPS, JNJ, XOM, MSFT, IJH 13F-HR 10/14/2015, 01:22 PM
Q2 2015 108 $192M +$6.95M -$2.25M +$4.7M UPS, JNJ, XOM, IJH, MSFT 13F-HR 7/21/2015, 04:01 PM
Q1 2015 106 $190M +$14.1M -$3.09M +$11M UPS, JNJ, XOM, IJH, MSFT 13F-HR 4/13/2015, 12:06 PM
Q4 2014 97 $186M +$7.7M -$4.44M +$3.27M UPS, JNJ, XOM, MSFT, IJH 13F-HR 1/21/2015, 09:43 AM
Q3 2014 97 $178M +$6.42M -$1.77M +$4.65M UPS, JNJ, XOM, MSFT, GEXXXX 13F-HR 10/3/2014, 10:48 AM
Q2 2014 91 $175M +$2.71M -$1.1M +$1.61M UPS, XOM, JNJ, GEXXXX, MSFT 13F-HR 7/15/2014, 12:05 PM
Q1 2014 96 $170M +$5.88M -$3.13M +$2.75M UPS, XOM, JNJ, GEXXXX, MSFT 13F-HR 4/15/2014, 04:11 PM
Q4 2013 95 $167M UPS, XOM, JNJ, GEXXXX, IBM 13F-HR 1/22/2014, 09:56 AM