Battery Global Advisors’s Lincoln National LNC Stock Holding History

Battery Global Advisors’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	–	Sell	-139,753	Closed	-$2.35M	–	204
2025 Q4	$2.35M	Buy	+139,753	New	+$5.82M	1.09%	12

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Battery Global Advisors's LNC Position: Q1 2026 in Review

Battery Global Advisors sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 139,753 shares — an estimated $2.35M sold.

Battery Global Advisors first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $2.35M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Battery Global Advisors reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Battery Global Advisors sold 139,753 Lincoln National shares in Q1 2026, an estimated $2.35M.
Battery Global Advisors first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
Battery Global Advisors's Lincoln National position peaked at $2.35M in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.