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Avion Wealth’s Lincoln National LNC Stock Holding History

Avion Wealth’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
2026
Q1 		$0 Hold
21
– – ﹤0.01% 1447
2025
Q4 		$0 Sell
21
-16
-43% -$666 ﹤0.01% 1440
2025
Q3 		$1K Hold
37
– – ﹤0.01% 1044
2025
Q2 		$1K Buy
37
+7
+23% +$229 ﹤0.01% 1003
2025
Q1 		$0 Buy
+30
New +$1.06K ﹤0.01% 1219
2024
Q4 		– Sell
-21
Closed – – 1168
2024
Q3 		$0 Hold
21
– – ﹤0.01% 1200
2024
Q2 		$0 Hold
21
– – ﹤0.01% 1123
2024
Q1 		$1K Hold
21
– – ﹤0.01% 997
2023
Q4 		$1K Buy
+21
New +$505 ﹤0.01% 858

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's LNC Position: Q1 2026 in Review

Avion Wealth held its Lincoln National (LNC) position steady in Q1 2026 at 21 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Avion Wealth first reported a position in LNC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1K in Q3 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Avion Wealth held 21 shares of Lincoln National worth $0 as of Q1 2026.
  • Avion Wealth left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1447 holding.
  • Avion Wealth first reported a position in Lincoln National in Q4 2023 and has held it in 9 quarters since.
  • Avion Wealth's Lincoln National position peaked at $1K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.