Atlantic Edge Private Wealth Management’s Lincoln National LNC Stock Holding History

Atlantic Edge Private Wealth 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 Q4	–	Sell	-500	Closed	-$20.2K	–	589
2025 Q3	$20.2K	Hold	500	–	–	0.01%	304
2025 Q2	$17.3K	Hold	500	–	–	﹤0.01%	313
2025 Q1	$18K	Hold	500	–	–	0.01%	293
2024 Q4	$15.9K	Hold	500	–	–	﹤0.01%	297
2024 Q3	$15.8K	Hold	500	–	–	﹤0.01%	297
2024 Q2	$15.6K	Hold	500	–	–	0.01%	276
2024 Q1	$16K	Hold	500	–	–	0.01%	273
2023 Q4	$13.5K	Buy	+500	New	+$12K	0.01%	271

Other funds holding LNC

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

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Atlantic Edge Private Wealth Management's LNC Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 500 shares — an estimated $20.2K sold.

Atlantic Edge Private Wealth Management first reported a position in LNC in Q4 2023 and held it in 8 quarters. The position peaked at $20.2K in Q3 2025. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Atlantic Edge Private Wealth Management reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 500 Lincoln National shares in Q4 2025, an estimated $20.2K.
Atlantic Edge Private Wealth Management first reported a position in Lincoln National in Q4 2023 and held it in 8 quarters.
Atlantic Edge Private Wealth Management's Lincoln National position peaked at $20.2K in Q3 2025.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.