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Axxcess Wealth Management’s Lincoln National LNC Stock Holding History

Axxcess 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
Q1 		– Sell
-9,900
Closed -$267K – 904
2023
Q4 		$267K Buy
+9,900
New +$238K 0.01% 682

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Axxcess Wealth Management's LNC Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 9,900 shares — an estimated $267K sold.

Axxcess Wealth Management first reported a position in LNC in Q4 2023 and held it in 1 quarter. The position peaked at $267K in Q4 2023. 504 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,900 Lincoln National shares in Q1 2024, an estimated $267K.
  • Axxcess Wealth Management first reported a position in Lincoln National in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Lincoln National position peaked at $267K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.