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Carson Advisory’s Lincoln National LNC Stock Holding History

Carson Advisory’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 		$282K Hold
7,950
– – 0.15% 142
2025
Q4 		$354K Hold
7,950
– – 0.18% 110
2025
Q3 		$321K Sell
7,950
-150
-2% -$5.8K 0.17% 120
2025
Q2 		$280K Buy
8,100
+100
+1% +$3.27K 0.18% 124
2025
Q1 		$287K Sell
8,000
-700
-8% -$24.8K 0.19% 121
2024
Q4 		$276K Buy
+8,700
New +$290K 0.19% 127

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Advisory's LNC Position: Q1 2026 in Review

Carson Advisory held its Lincoln National (LNC) position steady in Q1 2026 at 7,950 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #142.

Carson Advisory first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $354K in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Carson Advisory held 7,950 shares of Lincoln National worth $282K as of Q1 2026.
  • Carson Advisory left its Lincoln National share count unchanged in Q1 2026.
  • Lincoln National made up 0.15% of Carson Advisory's portfolio in Q1 2026, its #142 holding.
  • Carson Advisory first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
  • Carson Advisory's Lincoln National position peaked at $354K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.