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Bourgeon Capital Management’s Lincoln National LNC Stock Holding History

Bourgeon Capital Management’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
-4,800
Closed -$214K – 125
2025
Q4 		$214K Buy
+4,800
New +$200K 0.03% 119
2022
Q4 		– Sell
-24
Closed -$1K – 436
2022
Q3 		$1K Buy
+24
New +$1.16K ﹤0.01% 343

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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bourgeon Capital Management's LNC Position: Q1 2026 in Review

Bourgeon Capital Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,800 shares — an estimated $214K sold.

Bourgeon Capital Management first reported a position in LNC in Q3 2022 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Bourgeon Capital Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 4,800 Lincoln National shares in Q1 2026, an estimated $214K.
  • Bourgeon Capital Management first reported a position in Lincoln National in Q3 2022 and held it in 2 quarters.
  • Bourgeon Capital Management's Lincoln National position peaked at $214K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.