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Aaron Wealth Advisors’s Lincoln National LNC Stock Holding History

Aaron Wealth Advisors’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,777
Closed -$233K – 697
2025
Q3 		$233K Buy
+5,777
New +$223K 0.01% 590
2022
Q2 		– Sell
-51,830
Closed -$793K – 553
2022
Q1 		$793K Buy
+51,830
New +$3.54M 0.01% 396

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aaron Wealth Advisors's LNC Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 5,777 shares — an estimated $233K sold.

Aaron Wealth Advisors first reported a position in LNC in Q1 2022 and held it in 2 quarters. The position peaked at $793K in Q1 2022. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Aaron Wealth Advisors reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,777 Lincoln National shares in Q4 2025, an estimated $233K.
  • Aaron Wealth Advisors first reported a position in Lincoln National in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Lincoln National position peaked at $793K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.