AWM
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Atticus Wealth Management’s Lincoln National LNC Stock Holding History

Atticus 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
2024
Q2 		– Sell
-250
Closed -$7.99K – 552
2024
Q1 		$7.99K Sell
250
-235
-48% -$6.49K ﹤0.01% 419
2023
Q4 		$13.1K Buy
485
+10
+2% +$240 ﹤0.01% 376
2023
Q3 		$11.7K Buy
+475
New +$12.4K ﹤0.01% 389
2023
Q1 		– Sell
-200
Closed -$6.14K – 566
2022
Q4 		$6.14K Hold
200
– – ﹤0.01% 418
2022
Q3 		$9K Hold
200
– – ﹤0.01% 387
2022
Q2 		$9K Buy
+200
New +$11.4K ﹤0.01% 418
2022
Q1 		– Sell
-200
Closed -$14K – 609
2021
Q4 		$14K Buy
+200
New +$14.1K 0.01% 337
2020
Q1 		– Sell
-2,196
Closed -$130K – 379
2019
Q4 		$130K Buy
+2,196
New +$129K 0.08% 114

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return