Bedel Financial Consulting’s Lincoln National LNC Stock Holding History

Bedel Financial Consulting’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	-4,587	Closed	-$204K	–	301
2025 Q4	$204K	Buy	+4,587	New	+$191K	0.02%	282
2022 Q3	–	Sell	-4,587	Closed	-$215K	–	220
2022 Q2	$215K	Hold	4,587	–	–	0.06%	183
2022 Q1	$300K	Hold	4,587	–	–	0.09%	143
2021 Q4	$313K	Sell	4,587 -270	-6%	-$19K	0.1%	143
2021 Q3	$334K	Hold	4,857	–	–	0.11%	131
2021 Q2	$305K	Sell	4,857 -1,072	-18%	-$70.8K	0.11%	138
2021 Q1	$369K	Hold	5,929	–	–	0.14%	112
2020 Q4	$298K	Hold	5,929	–	–	0.13%	109
2020 Q3	$186K	Hold	5,929	–	–	0.09%	148
2020 Q2	$218K	Hold	5,929	–	–	0.12%	120
2020 Q1	$156K	Hold	5,929	–	–	0.1%	139
2019 Q4	$350K	Hold	5,929	–	–	0.2%	92
2019 Q3	$358K	Hold	5,929	–	–	0.22%	89
2019 Q2	$382K	Hold	5,929	–	–	0.23%	83
2019 Q1	$348K	Hold	5,929	–	–	0.22%	85
2018 Q4	$304K	Hold	5,929	–	–	0.22%	83
2018 Q3	$382K	Hold	5,929	–	–	0.25%	79
2018 Q2	$369K	Hold	5,929	–	–	0.27%	77
2018 Q1	$433K	Hold	5,929	–	–	0.33%	63
2017 Q4	$456K	Buy	+5,929	New	+$449K	0.41%	61

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bedel Financial Consulting's LNC Position: Q1 2026 in Review

Bedel Financial Consulting sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,587 shares — an estimated $204K sold.

Bedel Financial Consulting first reported a position in LNC in Q4 2017 and held it in 20 quarters. The position peaked at $456K in Q4 2017. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Bedel Financial Consulting reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Bedel Financial Consulting sold 4,587 Lincoln National shares in Q1 2026, an estimated $204K.
Bedel Financial Consulting first reported a position in Lincoln National in Q4 2017 and held it in 20 quarters.
Bedel Financial Consulting's Lincoln National position peaked at $456K in Q4 2017.
615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.