Bogart Wealth LLC’s Lincoln National LNC Stock Holding History

Bogart Wealth LLC’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	$1.06K	Buy	+30	New	+$1.15K	﹤0.01%	1430
2025 Q4	–	Sell	-14	Closed	-$565	–	1643
2025 Q3	$565	Buy	+14	New	+$541	﹤0.01%	1383
2022 Q1	–	Sell	-67	Closed	-$5K	–	817
2021 Q4	$5K	Buy	+67	New	+$4.73K	﹤0.01%	553
2020 Q3	–	Sell	-47	Closed	-$2K	–	467
2020 Q2	$2K	Hold	47	–	–	﹤0.01%	393
2020 Q1	$1K	Buy	+47	New	+$2.23K	﹤0.01%	399

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

Bogart Wealth LLC's LNC Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Lincoln National (LNC) in Q1 2026: 30 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in LNC as recently as Q3 2025.

Bogart Wealth LLC first reported a position in LNC in Q1 2020 and has held it in 5 quarters since. The position peaked at $5K in Q4 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Bogart Wealth LLC held 30 shares of Lincoln National worth $1.06K as of Q1 2026.
Lincoln National was a new Bogart Wealth LLC position in Q1 2026.
Lincoln National made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1430 holding.
Bogart Wealth LLC first reported a position in Lincoln National in Q1 2020 and has held it in 5 quarters since.
Bogart Wealth LLC's Lincoln National position peaked at $5K in Q4 2021.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.