Altus Wealth Group’s Lincoln National LNC Stock Holding History

Altus Wealth Group’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	-5,874	Closed	-$237K	–	146
2025 Q3	$237K	Sell	5,874 -166	-3%	-$6.42K	0.1%	124
2025 Q2	$209K	Sell	6,040 -11,082	-65%	-$362K	0.09%	130
2025 Q1	$615K	Buy	17,122 +3,512	+26%	+$125K	0.29%	67
2024 Q4	$432K	Sell	13,610 -237	-2%	-$7.9K	0.19%	100
2024 Q3	$436K	Buy	13,847 +3,987	+40%	+$124K	0.19%	96
2024 Q2	$307K	Buy	+9,860	New	+$298K	0.15%	105

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Altus Wealth Group's LNC Position: Q4 2025 in Review

Altus Wealth Group sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 5,874 shares — an estimated $237K sold.

Altus Wealth Group first reported a position in LNC in Q2 2024 and held it in 6 quarters. The position peaked at $615K in Q1 2025. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Altus Wealth Group reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Altus Wealth Group sold 5,874 Lincoln National shares in Q4 2025, an estimated $237K.
Altus Wealth Group first reported a position in Lincoln National in Q2 2024 and held it in 6 quarters.
Altus Wealth Group's Lincoln National position peaked at $615K in Q1 2025.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Altus Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.