AIM
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Aigen Investment Management’s Lincoln National LNC Stock Holding History

Aigen Investment Management’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
Q2 		– Sell
-22,221
Closed -$798K – 948
2025
Q1 		$798K Buy
22,221
+6,702
+43% +$238K 0.13% 244
2024
Q4 		$492K Sell
15,519
-1,568
-9% -$52.3K 0.09% 336
2024
Q3 		$538K Sell
17,087
-18,203
-52% -$567K 0.11% 300
2024
Q2 		$1.1M Buy
35,290
+6,554
+23% +$198K 0.21% 124
2024
Q1 		$918K Buy
28,736
+13,245
+86% +$366K 0.2% 154
2023
Q4 		$418K Buy
+15,491
New +$372K 0.07% 388
2023
Q3 		– Sell
-20,909
Closed -$539K – 970
2023
Q2 		$539K Sell
20,909
-34,355
-62% -$754K 0.08% 330
2023
Q1 		$1.24M Buy
55,264
+42,797
+343% +$1.27M 0.17% 148
2022
Q4 		$383K Buy
+12,467
New +$495K 0.05% 317
2021
Q1 		– Sell
-12,815
Closed -$645K – 778
2020
Q4 		$645K Sell
12,815
-104,989
-89% -$4.46M 0.08% 311
2020
Q3 		$3.69M Buy
117,804
+74,927
+175% +$2.67M 0.47% 34
2020
Q2 		$1.58M Sell
42,877
-21,444
-33% -$755K 0.2% 139
2020
Q1 		$1.69M Buy
+64,321
New +$3.05M 0.22% 113

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aigen Investment Management's LNC Position: Q2 2025 in Review

Aigen Investment Management sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 22,221 shares — an estimated $798K sold.

Aigen Investment Management first reported a position in LNC in Q1 2020 and held it in 13 quarters. The position peaked at $3.69M in Q3 2020. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Aigen Investment Management reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Aigen Investment Management sold 22,221 Lincoln National shares in Q2 2025, an estimated $798K.
  • Aigen Investment Management first reported a position in Lincoln National in Q1 2020 and held it in 13 quarters.
  • Aigen Investment Management's Lincoln National position peaked at $3.69M in Q3 2020.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.