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Barrett & Company’s Lincoln National LNC Stock Holding History

Barrett & Company’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 		$42.6K Hold
1,200
– – 0.01% 309
2025
Q4 		$53.4K Hold
1,200
– – 0.02% 285
2025
Q3 		$48.4K Hold
1,200
– – 0.02% 303
2025
Q2 		$41.5K Hold
1,200
– – 0.02% 328
2025
Q1 		$43.1K Hold
1,200
– – 0.02% 286
2024
Q4 		$38.1K Hold
1,200
– – 0.02% 306
2024
Q3 		$37.8K Hold
1,200
– – 0.02% 299
2024
Q2 		$37.3K Hold
1,200
– – 0.02% 308
2024
Q1 		$38.3K Hold
1,200
– – 0.02% 307
2023
Q4 		$32.4K Hold
1,200
– – 0.02% 292
2023
Q3 		$29.6K Hold
1,200
– – 0.02% 301
2023
Q2 		$30.9K Hold
1,200
– – 0.02% 290
2023
Q1 		$27K Hold
1,200
– – 0.02% 296
2022
Q4 		$36.9K Hold
1,200
– – 0.02% 254
2022
Q3 		$36.9K Buy
+1,200
New +$57.8K 0.02% 254

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

Barrett & Company's LNC Position: Q1 2026 in Review

Barrett & Company held its Lincoln National (LNC) position steady in Q1 2026 at 1,200 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #309.

Barrett & Company first reported a position in LNC in Q3 2022 and has held it in 15 quarters since. The position peaked at $53.4K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Barrett & Company held 1,200 shares of Lincoln National worth $42.6K as of Q1 2026.
  • Barrett & Company left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #309 holding.
  • Barrett & Company first reported a position in Lincoln National in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Lincoln National position peaked at $53.4K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.