Carolinas Wealth Consulting’s Lincoln National LNC Stock Holding History

Carolinas Wealth 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
2025 Q2	–	Sell	-850	Closed	-$30.5K	–	541
2025 Q1	$30.5K	Hold	850	–	–	0.01%	399
2024 Q4	$27K	Hold	850	–	–	0.01%	438
2024 Q3	$26.8K	Buy	850 +200	+31%	+$6.24K	﹤0.01%	445
2024 Q2	$20.2K	Hold	650	–	–	﹤0.01%	479
2024 Q1	$20.8K	Sell	650 -25	-4%	-$690	﹤0.01%	478
2023 Q4	$18.2K	Buy	675 +25	+4%	+$601	﹤0.01%	458
2023 Q3	$14.4K	Hold	650	–	–	﹤0.01%	473
2023 Q2	$16.7K	Hold	650	–	–	﹤0.01%	505
2023 Q1	$14.6K	Hold	650	–	–	﹤0.01%	544
2022 Q4	$20K	Sell	650 -297	-31%	-$11.8K	﹤0.01%	497
2022 Q3	$42K	Hold	947	–	–	0.01%	353
2022 Q2	$44K	Hold	947	–	–	0.01%	349
2022 Q1	$62K	Hold	947	–	–	0.01%	320
2021 Q4	$65K	Sell	947 -108	-10%	-$7.62K	0.01%	328
2021 Q3	$73K	Hold	1,055	–	–	0.02%	284
2021 Q2	$66K	Sell	1,055 -500	-32%	-$33K	0.01%	322
2021 Q1	$74K	Hold	1,555	–	–	0.02%	296
2020 Q4	$62K	Buy	1,555 +1,150	+284%	+$48.9K	0.02%	305
2020 Q3	$13K	Hold	405	–	–	﹤0.01%	438
2020 Q2	$15K	Buy	+405	New	+$14.3K	0.01%	308

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carolinas Wealth Consulting's LNC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 850 shares — an estimated $30.5K sold.

Carolinas Wealth Consulting first reported a position in LNC in Q2 2020 and held it in 20 quarters. The position peaked at $74K in Q1 2021. 566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 850 Lincoln National shares in Q2 2025, an estimated $30.5K.
Carolinas Wealth Consulting first reported a position in Lincoln National in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Lincoln National position peaked at $74K in Q1 2021.
566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.