Boit C.F. David’s Lincoln National LNC Stock Holding History

Boit C.F. David’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 Q2	$707K	Hold	19,990	–	–	0.3%	53
2026 Q1	$710K	Sell	19,990 -4,000	-17%	-$154K	0.32%	54
2025 Q4	$1.05M	Hold	23,990	–	–	0.45%	46
2025 Q3	$968K	Hold	23,990	–	–	0.44%	46
2025 Q2	$830K	Hold	23,990	–	–	0.4%	50
2025 Q1	$861K	Hold	23,990	–	–	0.43%	43
2024 Q4	$761K	Hold	23,990	–	–	0.31%	50
2024 Q3	$734K	Hold	23,990	–	–	0.36%	47
2024 Q2	$746K	Hold	23,990	–	–	0.39%	44
2024 Q1	$664K	Hold	23,990	–	–	0.36%	45
2023 Q4	$634K	Hold	23,990	–	–	0.36%	48
2023 Q3	$581K	Hold	23,990	–	–	0.4%	46
2023 Q2	$618K	Hold	23,990	–	–	0.41%	45
2023 Q1	$527K	Hold	23,990	–	–	0.36%	46
2022 Q4	$737K	Hold	23,990	–	–	0.53%	38
2022 Q3	$1.05M	Buy	+23,990	New	+$1.16M	0.86%	32
2022 Q1	$1.57M	Hold	23,990	–	–	1.03%	29
2021 Q4	$1.64M	Hold	23,990	–	–	1.04%	32
2021 Q3	$1.68M	Hold	23,990	–	–	1.16%	30
2021 Q2	$1.51M	Buy	+23,990	New	+$1.58M	1.15%	30

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Boit C.F. David's LNC Position: Q2 2026 in Review

Boit C.F. David held its Lincoln National (LNC) position steady in Q2 2026 at 19,990 shares worth $707K. The position accounts for 0.3% of the portfolio, ranked #53.

Boit C.F. David first reported a position in LNC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q3 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Boit C.F. David held 19,990 shares of Lincoln National worth $707K as of Q2 2026.
Boit C.F. David left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.3% of Boit C.F. David's portfolio in Q2 2026, its #53 holding.
Boit C.F. David first reported a position in Lincoln National in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's Lincoln National position peaked at $1.68M in Q3 2021.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.