Carson Wealth (CWM LLC)’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $370K | Sell |
10,424
-1,973
| -16% | -$75.8K | ﹤0.01% | 2244 |
|
|
2025
Q4 | $552K | Buy |
12,397
+255
| +2% | +$10.6K | ﹤0.01% | 1859 |
|
|
2025
Q3 | $490K | Sell |
12,142
-1,110
| -8% | -$42.9K | ﹤0.01% | 1813 |
|
|
2025
Q2 | $459K | Sell |
13,252
-4,174
| -24% | -$137K | ﹤0.01% | 1633 |
|
|
2025
Q1 | $626K | Buy |
17,426
+1,325
| +8% | +$47K | ﹤0.01% | 1370 |
|
|
2024
Q4 | $511K | Buy |
16,101
+1,222
| +8% | +$40.7K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $469K | Buy |
14,879
+590
| +4% | +$18.4K | ﹤0.01% | 1339 |
|
|
2024
Q2 | $444K | Buy |
14,289
+5,094
| +55% | +$154K | ﹤0.01% | 1234 |
|
|
2024
Q1 | $294K | Buy |
9,195
+2,788
| +44% | +$77K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $173K | Sell |
6,407
-2,006
| -24% | -$48.2K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $208K | Sell |
8,413
-2,666
| -24% | -$69.7K | ﹤0.01% | 1300 |
|
|
2023
Q2 | $285K | Buy |
11,079
+6,444
| +139% | +$141K | ﹤0.01% | 1128 |
|
|
2023
Q1 | $104K | Buy |
4,635
+279
| +6% | +$8.29K | ﹤0.01% | 1475 |
|
|
2022
Q4 | $134K | Buy |
4,356
+1,668
| +62% | +$66.2K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $118K | Buy |
2,688
+587
| +28% | +$28.3K | ﹤0.01% | 1270 |
|
|
2022
Q2 | $98K | Sell |
2,101
-89
| -4% | -$5.08K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $143K | Buy |
2,190
+833
| +61% | +$56.9K | ﹤0.01% | 1186 |
|
|
2021
Q4 | $93K | Buy |
+1,357
| New | +$95.7K | ﹤0.01% | 1322 |
|
|
2021
Q2 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q1 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q4 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q3 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q2 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2020
Q1 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q4 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q3 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q2 | $46K | Hold |
727
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q1 | $46K | Sell |
727
-11,946
| -94% | -$708K | ﹤0.01% | 1432 |
|
|
2018
Q4 | $650K | Buy |
12,673
+404
| +3% | +$24.6K | 0.02% | 415 |
|
|
2018
Q3 | $830K | Buy |
12,269
+2,123
| +21% | +$140K | 0.02% | 333 |
|
|
2018
Q2 | $632K | Buy |
10,146
+5,395
| +114% | +$369K | 0.02% | 317 |
|
|
2018
Q1 | $347K | Buy |
4,751
+741
| +18% | +$58.1K | 0.01% | 314 |
|
|
2017
Q4 | $308K | Buy |
4,010
+499
| +14% | +$37.8K | 0.01% | 309 |
|
|
2017
Q3 | $258K | Buy |
3,511
+389
| +12% | +$27.4K | 0.01% | 303 |
|
|
2017
Q2 | $211K | Buy |
+3,122
| New | +$206K | 0.01% | 302 |
|
|
2017
Q1 | – | Sell |
-69
| Closed | -$5K | – | 1249 |
|
|
2016
Q4 | $5K | Buy |
+69
| New | +$4.01K | ﹤0.01% | 854 |
|
Other funds holding LNC
BCP
Carson Wealth (CWM LLC)'s LNC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Lincoln National (LNC) stake by 16% in Q1 2026, selling an estimated $75.8K and leaving 10,424 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.
Carson Wealth (CWM LLC) first reported a position in LNC in Q4 2016 and has held it in 36 quarters since. The position peaked at $830K in Q3 2018. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Carson Wealth (CWM LLC) held 10,424 shares of Lincoln National worth $370K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 1,973 Lincoln National shares in Q1 2026, an estimated $75.8K.
- Lincoln National made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2244 holding.
- Carson Wealth (CWM LLC) first reported a position in Lincoln National in Q4 2016 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Lincoln National position peaked at $830K in Q3 2018.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.