Stephen F. Lynch (D-MA-8), a current Democratic member of the House, has disclosed 14 trades since 2016: 4 purchases worth about $423.50K and 9 sales worth about $337.00K, in 3 stocks. Most traded: EMC, NVDA, VMW. As a portfolio, their stock holdings and trades returned +2,962.7% from May 2014, against +297.8% for the S&P 500. Trades took a median 65 days to be disclosed; 13 came late.
Stephen F. Lynch’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +2,962.7%, against +297.8% for SPY; the largest fall on the way was -58.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Stephen F. Lynch | Nov 2025 | +32.4% | +10.1% | +22.4% | – | -31.9% | 0.81 | 2.45 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Stephen F. Lynch | Nov 2023 | +332.4% | +72.6% | +259.7% | +63.2% | -41.2% | 1.22 | 2.08 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Stephen F. Lynch | Nov 2021 | +470.2% | +61.1% | +409.1% | +41.7% | -44.4% | 0.98 | 1.58 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Stephen F. Lynch | Jan 2026 | +54.5% | +10.1% | +44.4% | – | -31.9% | 1.25 | 2.53 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Stephen F. Lynch | May 2014 | +2,962.7% | +297.8% | +2,664.8% | +31.6% | -58.6% | 0.92 | 1.30 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDANvidia Corp | Technology | $7.17K | 29.2% | -10.3% | 1 | 1 | 0 | $8.00K | $0.00 | +70.8% | May 22, 2024 |
| VMWVMWARE LLC | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 27, 2023 |
| EMCEMC CORP | Technology | Closed | – | – | 1 | 0 | 0 | $0.00 | $0.00 | – | Sep 7, 2016 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| American Funds Euro-Pacific Mutual FundOther | Self | Sell | $15K–$50K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| American Funds Income Fund of AmericaOther | Self | Sell | $15K–$50K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| Federated Kaufman Small Cap A Mutual FundOther | Self | Sell | $1K–$15K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| Fidelity Balanced FundOther | Self | Sell | $15K–$50K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| Fidelity Contra Fund Mutual FundOther | Self | Sell | $100K–$250K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| Fidelity Emerging Markets Mutual FundOther | Self | Sell | $1K–$15K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| Vanguard Target Date 2025 Mutual FundOther | Self | Buy | $250K–$500K | Jun 3, 2024 | Aug 7, 2024 | 65d late | – | – | |
| NVDANVIDIA Corporation - Common Stock | Self | Buy | $1K–$15K | May 22, 2024 | May 23, 2024 | 1d | +112.8% | +70.8% | |
| VMWVmware, Inc. Common stock, Class A | Self | Sell | $1K–$15K | Nov 27, 2023 | May 9, 2024 | 164d late | – | – | |
| American Funds Income Fund of America Mutual FundOther | Self | Buy | $15K–$50K | Dec 30, 2021 | May 3, 2023 | 489d late | – | – | |
| Fidelity Emerging Markets Mutual FundOther | Self | Buy | $1K–$15K | Dec 30, 2022 | May 3, 2023 | 124d late | – | – | |
| Invesco Development Markets Mutual FundOther | Self | Sell | $1K–$15K | Dec 30, 2022 | May 3, 2023 | 124d late | – | – | |
| Nationwide Investor Destination Moderate Aggressive Mutual FundOther | Self | Sell | $15K–$50K | Dec 30, 2022 | May 3, 2023 | 124d late | – | – | |
| EMCEMC Corporation | Self | Exchange | $1K–$15K | Sep 7, 2016 | May 1, 2017 | 236d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Stephen F. Lynch (D-MA-8), a current Democratic member of the House, has disclosed 14 trades since 2016: 4 purchases worth about $423.50K and 9 sales worth about $337.00K, in 3 stocks. Most traded: EMC, NVDA, VMW. As a portfolio, their stock holdings and trades returned +2,962.7% from May 2014, against +297.8% for the S&P 500. Trades took a median 65 days to be disclosed; 13 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Stephen F. Lynch still holds 1 stock; the largest are NVDA (about $7.17K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +2,962.7% from May 2014 to November 2026, against +297.8% for the S&P 500, with a largest fall of -58.6%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 65 days to be disclosed. 13 of 14 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.