Brookstone Capital Management’s Lincoln National LNC Stock Holding History

Brookstone 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
2024 Q4	–	Sell	-6,808	Closed	-$215K	–	1029
2024 Q3	$215K	Buy	6,808 +397	+6%	+$12.4K	﹤0.01%	942
2024 Q2	$210K	Buy	+6,411	New	+$194K	﹤0.01%	899
2022 Q2	–	Sell	-4,300	Closed	-$274K	–	800
2022 Q1	$274K	Hold	4,300	–	–	0.01%	673
2021 Q4	$314K	Hold	4,300	–	–	0.01%	618
2021 Q3	$306K	Sell	4,300 -541	-11%	-$35.3K	0.01%	592
2021 Q2	$303K	Sell	4,841 -1,908	-28%	-$126K	0.01%	589
2021 Q1	$420K	Buy	+6,749	New	+$373K	0.02%	358
2020 Q1	–	Sell	-3,763	Closed	-$222K	–	385
2019 Q4	$222K	Hold	3,763	–	–	0.01%	376
2019 Q3	$227K	Hold	3,763	–	–	0.01%	389
2019 Q2	$243K	Hold	3,763	–	–	0.01%	389
2019 Q1	$221K	Buy	+3,763	New	+$223K	0.01%	364
2018 Q4	–	Sell	-5,063	Closed	-$343K	–	362
2018 Q3	$343K	Buy	+5,063	New	+$334K	0.03%	316
2015 Q4	–	Sell	-233	Closed	-$11K	–	569
2015 Q3	$11K	Buy	233 +202	+652%	+$10.8K	﹤0.01%	1063
2015 Q2	$2K	Buy	+31	New	+$1.81K	﹤0.01%	1815

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brookstone Capital Management's LNC Position: Q4 2024 in Review

Brookstone Capital Management sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 6,808 shares — an estimated $215K sold.

Brookstone Capital Management first reported a position in LNC in Q2 2015 and held it in 14 quarters. The position peaked at $420K in Q1 2021. 559 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

Brookstone Capital Management reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 6,808 Lincoln National shares in Q4 2024, an estimated $215K.
Brookstone Capital Management first reported a position in Lincoln National in Q2 2015 and held it in 14 quarters.
Brookstone Capital Management's Lincoln National position peaked at $420K in Q1 2021.
559 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.