Lynch Investment Planning, LLC reported 157 positions worth $23.20M for the quarter ended Sep 30, 2026, up 25.9% on the prior quarter. It opened 126 new positions, added to 9, trimmed 17 and exited 0. Its largest holding is Apple Inc. at 10.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +1,773 | – | $288.51K | 1.24% |
| PSX Phillips 66 | +919 | – | $234.63K | 1.01% |
| AFL Aflac Inc | +1,537 | – | $171.77K | 0.74% |
| COP Conocophillips | +1,314 | – | $164.49K | 0.709% |
| GOOG Alphabet Inc. | +463 | – | $157.72K | 0.68% |
| PRU Prudential Financial Inc | +1,334 | – | $151.52K | 0.653% |
| HON Honeywell International Inc | +714 | – | $150.61K | 0.649% |
| LLY ELI LILLY & Co | +123 | – | $142.32K | 0.613% |
| PM Philip Morris International Inc. | +726 | – | $138.52K | 0.597% |
| UNP Union Pacific Corp | +483 | – | $131.44K | 0.567% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -252 | -3.3% | $83.92K | 10.73% |
| MSFT Microsoft Corp | -107 | -3.5% | $54.89K | 6.58% |
| GOOGL Alphabet Inc. | -153 | -2.2% | $52.64K | 10.19% |
| AMZN Amazon Com Inc | -200 | -4.1% | $49.83K | 5.07% |
| JPM Jpmorgan Chase & Co | -116 | -4.5% | $38.38K | 3.48% |
| BRK-B Berkshire Hathaway Inc | -66 | -3.1% | $32.86K | 4.44% |
| WFC Wells Fargo & Company | -349 | -7.2% | $27.94K | 1.56% |
| PWR Quanta Services, Inc. | -35 | -11.1% | $22.49K | 0.775% |
| ELV Elevance Health, Inc. | -48 | -6.5% | $18.66K | 1.16% |
| WMT Walmart Inc. | -104 | -2.3% | $10.81K | 2.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +1,773 | $288.51K | 1.24% |
| PSX Phillips 66 | +919 | $234.63K | 1.01% |
| AFL Aflac Inc | +1,537 | $171.77K | 0.74% |
| COP Conocophillips | +1,314 | $164.49K | 0.709% |
| GOOG Alphabet Inc. | +463 | $157.72K | 0.68% |
| PRU Prudential Financial Inc | +1,334 | $151.52K | 0.653% |
| HON Honeywell International Inc | +714 | $150.61K | 0.649% |
| LLY ELI LILLY & Co | +123 | $142.32K | 0.613% |
| PM Philip Morris International Inc. | +726 | $138.52K | 0.597% |
| UNP Union Pacific Corp | +483 | $131.44K | 0.567% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 7,476 | $2.49M | 10.73% | -252 | -3.3% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 6,874 | $2.37M | 10.19% | -153 | -2.2% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 2,976 | $1.53M | 6.58% | -107 | -3.5% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 4,719 | $1.18M | 5.07% | -200 | -4.1% | Reduced | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,069 | $1.03M | 4.44% | -66 | -3.1% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 2,438 | $806.67K | 3.48% | -116 | -4.5% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 3,400 | $777.35K | 3.35% | -13 | -0.4% | Reduced | 0% |
| 8 | ADP Automatic Data Processing Inc | Technology | 2,351 | $610.69K | 2.63% | +1 | +0.0% | Added | 0% |
| 9 | DE Deere & Co | Industrials | 889 | $597.30K | 2.57% | +2 | +0.2% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 858 | $524.89K | 2.26% | 0 | 0.0% | Unchanged | 0% |
| 11 | CSCO Cisco Systems, Inc. | Technology | 4,861 | $523.19K | 2.26% | -27 | -0.6% | Reduced | 0% |
| 12 | EMR Emerson Electric Co | Industrials | 3,219 | $499.29K | 2.15% | +2 | +0.1% | Added | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 4,484 | $465.99K | 2.01% | -104 | -2.3% | Reduced | 0% |
| 14 | ABBV AbbVie Inc. | Healthcare | 1,701 | $445.08K | 1.92% | +1 | +0.1% | Added | 0% |
| 15 | APD Air Products & Chemicals, Inc. | Basic Materials | 1,421 | $395.34K | 1.7% | +8 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Lynch Investment Planning.
As of its Q3 2026 13F filing, Lynch Investment Planning, LLC’s five largest positions were Apple Inc. (AAPL) at 10.7%, Alphabet Inc. (GOOGL) at 10.2%, Microsoft Corp (MSFT) at 6.6%, Amazon Com Inc (AMZN) at 5.1%, Berkshire Hathaway Inc (BRK-B) at 4.4% of the reported portfolio.
Lynch Investment Planning, LLC reported a 13F portfolio worth $23.20M across 157 positions for Q3 2026. That is up 25.9% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($288.51K), Phillips 66 ($234.63K), Aflac Inc ($171.77K). It opened 126 new positions.
Its largest sales by value were Apple Inc. ($83.92K), Microsoft Corp ($54.89K), Alphabet Inc. ($52.64K). It exited 0 positions entirely.
From the Form 13F-HR reports Lynch Investment Planning, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.