Arax Advisory Partners’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-525
| Closed | -$23.4K | – | 4105 |
|
|
2025
Q4 | $23.4K | Sell |
525
-7,045
| -93% | -$293K | ﹤0.01% | 2025 |
|
|
2025
Q3 | $305K | Buy |
7,570
+2,479
| +49% | +$95.9K | ﹤0.01% | 1089 |
|
|
2025
Q2 | $177K | Buy |
+5,091
| New | +$167K | 0.01% | 691 |
|
|
2025
Q1 | – | Sell |
-446
| Closed | -$14.1K | – | 2887 |
|
|
2024
Q4 | $14.1K | Sell |
446
-571
| -56% | -$19K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $32K | Hold |
1,017
| – | – | ﹤0.01% | 889 |
|
|
2024
Q2 | $31.6K | Buy |
+1,017
| New | +$30.8K | ﹤0.01% | 812 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$216 | – | 1361 |
|
|
2023
Q4 | $216 | Buy |
+8
| New | +$192 | ﹤0.01% | 1269 |
|
|
2023
Q1 | – | Sell |
-32
| Closed | -$983 | – | 1296 |
|
|
2022
Q4 | $983 | Hold |
32
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q3 | $1K | Sell |
32
-159
| -83% | -$7.66K | ﹤0.01% | 1104 |
|
|
2022
Q2 | $9K | Sell |
191
-308
| -62% | -$17.6K | ﹤0.01% | 666 |
|
|
2022
Q1 | $33K | Sell |
499
-2,637
| -84% | -$180K | ﹤0.01% | 514 |
|
|
2021
Q4 | $214K | Sell |
3,136
-351
| -10% | -$24.8K | 0.03% | 233 |
|
|
2021
Q3 | $240K | Buy |
3,487
+96
| +3% | +$6.27K | 0.03% | 218 |
|
|
2021
Q2 | $213K | Buy |
+3,391
| New | +$224K | 0.03% | 228 |
|
|
2020
Q4 | $189K | Sell |
3,761
-92
| -2% | -$3.91K | 0.03% | 211 |
|
|
2020
Q3 | $121K | Buy |
3,853
+449
| +13% | +$16K | 0.02% | 244 |
|
|
2020
Q2 | $125K | Buy |
3,404
+809
| +31% | +$28.5K | 0.02% | 227 |
|
|
2020
Q1 | $68K | Buy |
+2,595
| New | +$123K | 0.02% | 290 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$3K | – | 592 |
|
|
2018
Q3 | $3K | Sell |
41
-47
| -53% | -$3.1K | ﹤0.01% | 551 |
|
|
2018
Q2 | $5K | Sell |
88
-894
| -91% | -$61.2K | ﹤0.01% | 386 |
|
|
2018
Q1 | $71K | Sell |
982
-475
| -33% | -$37.3K | 0.04% | 170 |
|
|
2017
Q4 | $112K | Sell |
1,457
-158
| -10% | -$12K | 0.05% | 141 |
|
|
2017
Q3 | $118K | Sell |
1,615
-573
| -26% | -$40.4K | 0.06% | 132 |
|
|
2017
Q2 | $148K | Buy |
2,188
+115
| +6% | +$7.6K | 0.07% | 123 |
|
|
2017
Q1 | $135K | Buy |
2,073
+285
| +16% | +$19.5K | 0.06% | 107 |
|
|
2016
Q4 | $118K | Buy |
+1,788
| New | +$104K | 0.06% | 106 |
|
Other funds holding LNC
BCP
VPM
VCM
Arax Advisory Partners's LNC Position: Q1 2026 in Review
Arax Advisory Partners sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 525 shares — an estimated $23.4K sold.
Arax Advisory Partners first reported a position in LNC in Q4 2016 and held it in 26 quarters. The position peaked at $305K in Q3 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Arax Advisory Partners reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
- Arax Advisory Partners sold 525 Lincoln National shares in Q1 2026, an estimated $23.4K.
- Arax Advisory Partners first reported a position in Lincoln National in Q4 2016 and held it in 26 quarters.
- Arax Advisory Partners's Lincoln National position peaked at $305K in Q3 2025.
- 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.