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Addison Advisors’s Lincoln National LNC Stock Holding History

Addison 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
2026
Q1 		$6.89K Sell
194
-66
-25% -$2.54K ﹤0.01% 695
2025
Q4 		$11.6K Buy
260
+66
+34% +$2.75K ﹤0.01% 612
2025
Q3 		$7.83K Hold
194
– – ﹤0.01% 656
2025
Q2 		$6.71K Buy
194
+129
+198% +$4.22K ﹤0.01% 671
2025
Q1 		$2.33K Buy
+65
New +$2.31K ﹤0.01% 736
2024
Q1 		– Sell
-53
Closed -$1.43K – 718
2023
Q4 		$1.43K Buy
+53
New +$1.27K ﹤0.01% 638

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Addison Advisors's LNC Position: Q1 2026 in Review

Addison Advisors reduced its Lincoln National (LNC) stake by 25% in Q1 2026, selling an estimated $2.54K and leaving 194 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Addison Advisors first reported a position in LNC in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.6K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Addison Advisors held 194 shares of Lincoln National worth $6.89K as of Q1 2026.
  • Addison Advisors sold 66 Lincoln National shares in Q1 2026, an estimated $2.54K.
  • Lincoln National made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #695 holding.
  • Addison Advisors first reported a position in Lincoln National in Q4 2023 and has held it in 6 quarters since.
  • Addison Advisors's Lincoln National position peaked at $11.6K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.